Jonathan Pace

Jonathan Pace Email and Phone Number

Los Angeles, CA, US
Jonathan Pace's Location
Los Angeles Metropolitan Area, United States
About Jonathan Pace

Jonathan Pace is a California based entrepreneur and currently the Chief of Advisor Development at Strategy Marketplace (SMP), a WealthTech Tactical Robo-Advisory platform. After working for the better part of a decade in the retirement planning field, Jonathan realized the finance industry is good at one thing: convincing you to act against your own best interests. That is what led Jonathan to start his own firm with the mission of providing independent and innovative financial strategies as well as providing customer service above and beyond industry expectations.What drew Jonathan to his current role is that he personally used the SMP suite of services and platform to help him run his own advisory practice. He got to experience first-hand the value of customizable, turnkey solutions that gave him the back-office support and asset performance he was looking for.Prior to finance, Jonathan was responsible for the marketing and growth of one of the largest commercial real estate inspection companies in Southern California. He ran a team that represented a wide variety of real estate investors ranging from sales and purchases of smaller multi-family properties, retail shopping centers, office buildings and large multi-million dollar apartment complexes.Jonathan strongly believes that his past experience working in commercial real estate gave him an ideal foundation for his work as a Financial Advisor.In his free time Jonathan loves playing and watching sports and has a love for golf. He currently resides in Moorpark, California, with his wife and two boys.

Jonathan Pace's Current Company Details
Pace Financial & Insurance Services

Pace Financial & Insurance Services

View
Founder and CEO
Los Angeles, CA, US
Jonathan Pace Work Experience Details
  • Pace Financial & Insurance Services
    Founder And Ceo
    Pace Financial & Insurance Services
    Los Angeles, Ca, Us
  • Strategy Marketplace
    Chief Of Advisor Development
    Strategy Marketplace Aug 2021 - Present
    Los Angeles Metropolitan Area
  • Strategy Marketplace
    Chief Operating Officer
    Strategy Marketplace Feb 2021 - Dec 2021
    Westlake Village, California, United States
  • Pace Financial & Insurance Services
    Founder/Ceo
    Pace Financial & Insurance Services Jan 2019 - Present
    Westlake Village, California
  • Commercial Real Estate Inspectors
    Sales
    Commercial Real Estate Inspectors
  • The Lotter Group
    Financial Advisor
    The Lotter Group Jun 2016 - Feb 2021
    California
    A good first step is to make saving and investing a top priority. It is also important to have a knowledgeable advisor and access to quality solutions designed to help you achieve your investment and retirement goals. That’s where I can help.I specialize in helping individuals at every stage of life plan and invest for their future. My clients include educators, employees of nonprofit and for-profit organizations, and come from all walks of life. Many are still working while some are… Show more A good first step is to make saving and investing a top priority. It is also important to have a knowledgeable advisor and access to quality solutions designed to help you achieve your investment and retirement goals. That’s where I can help.I specialize in helping individuals at every stage of life plan and invest for their future. My clients include educators, employees of nonprofit and for-profit organizations, and come from all walks of life. Many are still working while some are nearing or enjoying retirement now.As an independent advisor, I can help put a plan in place for your future. You can choose from a broad spectrum of Investment Options tailor made for your retirement needs. Contact me today so we can create a custom savings and investment plan that will help you reach your wealth accumulation and retirement goals. Show less

Jonathan Pace Skills

Customer Service Microsoft Excel Marketing Management Microsoft Office Strategic Planning Public Speaking Negotiation Microsoft Powerpoint Project Management Leadership Team Building Microsoft Word Marketing Strategy

Frequently Asked Questions about Jonathan Pace

What company does Jonathan Pace work for?

Jonathan Pace works for Pace Financial & Insurance Services

What is Jonathan Pace's role at the current company?

Jonathan Pace's current role is Founder and CEO.

What skills is Jonathan Pace known for?

Jonathan Pace has skills like Customer Service, Microsoft Excel, Marketing, Management, Microsoft Office, Strategic Planning, Public Speaking, Negotiation, Microsoft Powerpoint, Project Management, Leadership, Team Building.

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