Jason G. Giorgio Mba Cfp® Clu® Email & Phone Number

I work with high net worth clients in the areas of advanced estate planning, business planning, & tax-efficient asset management with a focus on protection from risk. Through the use of sophisticated strategies, my planning process allows clients to re-engineer their estates & businesses to develop their ambitions for building a legacy while maintaining full use & enjoyment of their assets.My focus is helping my clients achieve their goals of accumulation, distribution, & conservation of wealth by focusing on providing greater protection, flexibility, & control over their assets.➥ MY BACKGROUND:I am a third generation financial advisor with a passion for helping families & business owners have control over their assets and wealth accumulation. I have been in practice for over 25 years. I live in San Diego with my wife and 4 children & have a black belt in karate. I enjoy sports, outdoor activities, youth sports coaching, personal growth & being of service to others.➥ MY TEAM: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.☛ We use a strategic evaluation process before making recommendations☛ We align with our clients to design a balanced portfolio that focuses on wealth accumulation, distribution, & conservation of assets☛ We focus on helping 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.➥ CONTACT INFORMATION:jgiorgio@pacificadvisors.comSpecialties: Tax Strategies, High Net Worth Individuals, Asset Protection, Wealth Accumulation, Wealth Conservation/COMPLIANCE:2023-4871/