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

United States

Licensed in multiple states for Insurance & Investments☑ Areas of Specialty: 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. Our use of strategies & 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 on… Show more Licensed in multiple states for Insurance & Investments☑ Areas of Specialty: 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. Our use of strategies & 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 on helping clients achieve their goals of accumulation, distribution, & conservation of wealth throughout their lifetimes by focusing on providing greater protection, flexibility, & control over their assets.➥ CONTACT INFO:jgiorgio@pacificadvisors.com(858) 550-9338 Show less

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, 909-399-1100. 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… Show more Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, 909-399-1100. 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.This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less