Jonathan Park
Financial Associate
State(s) Licensed: CA Insurance Lic. #0N11547, CT, NE, NV, NY, TX
Phone: 415-767-8828
Address:
695 S Santa Fe Ave Unit 263
Los Angeles, CA 90021
State(s) Licensed: CA Insurance Lic. #0N11547, CT, NE, NV, NY, TX
Let's put your plans in motion
My mission is simple; It is to educate and help as many individuals and families on how they can achieve their different life goals using their finances as a tool. Although everyone’s financial situations are distinct from one another, there was one thing I noticed with those that I have helped in the past, and that was simply their lack of knowledge. When asked why they did not starting planning earlier, they tell me they just did not know how to. With my resources and expertise, I knew that I can have a direct and positive impact on peoples lives.
That is the very reason why I love what I do. If you need help in any of the following, call me. It simply starts with a conversation.
Specialization
- Holistic Financial Strategies
- Protection and Accumulation of Assets
- Retirement Income Planning
- College / Married Couple Savings Strategies
- Investment Management
- Budgeting and Saving Strategies
- Risk Management and Insurance Strategies
- Debt Management
- Tax Strategies
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Los Angeles Office
- Phone:
- 415-767-8828
- Mobile:
- 415-767-8828
Hours
M – F: 9 a.m. – 5 p.m.