Jason Oshins, Mba, Cexp® Email & Phone Number

Jason Oshins, Mba, Cexp® is a Wealth Management Advisor - helping clients grow and protect their wealth at WestPac Wealth Partners - Wealth Strategy Partners. He possess expertise in estate planning, retirement planning, investments, disability insurance, business planning and 9 more skills.

Listed skills include Estate Planning, Retirement Planning, Investments, Disability Insurance, and 10 others.

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  Wealth Management Advisor

  Westpac Wealth Partners - Wealth Strategy Partners

  2009 - Present - Las Vegas, Nevada Area

  Develop and implement estate, retirement, and business planning strategies for clients incorporating insurance (life, disability, long term care) and investments (time-tested, passive strategies).Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. 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. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License # 0G03153Guardian, 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.