Jonathan Park

Financial Associate

State(s) Licensed:   CA Insurance Lic. #0N11547, CT, HI, NE, NV, NY, TX

Phone 415-767-8828
Address

695 S Santa Fe Ave Unit 263
Los Angeles, CA 90021

Jonathan Park

State(s) Licensed:   CA Insurance Lic. #0N11547, CT, HI, 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

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Los Angeles Office

Phone:
415-767-8828
Mobile:
415-767-8828

Hours

M – F: 9 a.m. – 5 p.m.