Jonathan Vasquez - Financial Planner
Jonathan Vasquez has been helping people plan a safe and easy retirement as a financial advisor. He provides guidance on important topics like estate planning, taxes, managing rising costs, growing your savings, protecting your income, and ensuring long-term financial stability. Jonathan Vasquez wants to provide seniors with a sense of security and self-assurance regarding their finances in future.
Our Services:
- Income Planning: We work closely with you to develop a personalized plan that helps you manage your money and reach your long-term goals. We'll work together to ensure that your financial future keeps moving in the right direction.
- Investment Advisor: We provide advice on investment strategies that match your personal needs and goals in your life.
- Medicare / Health Insurance Planning: We help you to understand Medicare and health insurance, making it easier to find the best coverage for your health needs and budget. We make sure you're well-informed and ready for any healthcare challenges that may occur at any time.
Why Choose Us?
- Personalized Financial Plans: Everyone has different goals. Jonathan creates a custom financial plan just for you, whether you're saving for retirement, buying a house, or managing debt.
- Simple, Clear Advice: Financial planning can be confusing, but Jonathan explains everything in simple, easy-to-understand terms. You’ll always know exactly what’s happening with your money.
- Educational Resources: Make sure that you're ready for the future of money management; we provide practical tools and live courses that help you make smart financial choices by yourself.
Contact Information:
- Phone: 818-206-1163
- Email: jon@caeducators.com
- Location: 5743 Corsa Ave, Suite 109, Westlake Village, CA 91362, USA
- Website: https://www.caeducators.com/
