Jason acts as a key advisor to Pacific Advisor’s high net worth clients in the areas of advanced estate planning, business planning, and tax efficient asset management with a strong focus on protection from risk.
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.
Most successful individuals suffer from risk of tax confiscation, creditors, market volatility, mismanagement, and other wealth eroding forces. 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.
He comes to the table with over 16 years of experience, continuing the Giorgio planning legacy as the third generation in his family to be involved with financial services with a bi-coastal planning practice. Jason has also been keynote speaker on dozens of occasions for various national associations lecturing on estate planning and family business succession strategies. He has continually demonstrated his commitment to continuing education in fulfillment of his MBA, CLU®, ChFC®, and CFP® designations. He lives in San Diego, CA with his wife Kate and children Selena, Gabe, Griffin, and Dax.
If you are interested in learning more about TIGER 21, please complete the contact form and you will receive a copy of our most recent Asset Allocation Report.