Jason Giorgio, Certified Wealth Planning Advisor
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About Jason
Jason Giorgio
email: Jason_Giorgio@PacificAdvisors.com
tel: (858) 242-5800
web: https://PacificAdvisors.com
PROFESSIONAL ACCREDITATIONS
- MBA
- CFP®
- CLU®
- RICP®
➥BACKGROUND:
Jason is a qualified specialist in the field of Charitable, Estate, and Business Planning, and is nationally recognized for his achievements in the financial services industry.
➥ MY TEAM:
My role is as the Business Transition specialist and integrator for other professionals involved in the clients’ world. I work with a team of professionals who utilize advanced tools & strategies in a way that is understandable to our clients. This process allows our clients to re-engineer their estates & businesses to powerfully develop their ambitions for building a legacy while still getting full use & enjoyment of their assets.
➥ HOW WE WORK
Jason has built his practice on helping his clients achieve their goals of accumulation, distribution, and conservation of wealth throughout their lifetimes by focusing on providing greater protection, flexibility, and control over their assets. With the help of his planning team, Jason utilizes the most sophisticated tools and strategies available, yet does so in a way that is understandable to his clients and their other advisors. His process allows clients to re-engineer their estates and businesses to powerfully develop their ambitions for building a legacy, while still getting full use and enjoyment of their assets during their lifetimes.
He currently serves on the Board of Directors of The Forum 400, an organization of elite business leaders in the life insurance industry focused on Advanced Planning and Advocacy.
He comes to the table with over 30 years of experience, continuing the Giorgio planning legacy as the third generation in his family to be involved with insurance and financial services with a bi-coastal planning practice.
He lives in San Diego, CA with his wife Kate and children Selena, Gabe, Griffin, and Dax.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N INDIAN HILL BLVD, CLAREMONT CA, 91711, 909-3991100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number – 0E73015.
