Jonathan Vasquez, CF2

About Jonathan Vasquez

Jonathan Vasquez is a strategic retirement planner to Los Angeles' top financial services company. Jon serves his clients by educating and explaining ways to maximize retirement accounts to include 403b, 457, 401ks, and IRAs.
 
Additionally, Jon has advised many state and federal employees on retirement solutions. His unique blend of strategies and discipline has produced a demonstrated track record of successful outcomes for his clients. He is frequently sought after to speak on issues related to retirement planning and how clients can mitigate – and ultimately overcome – significant risk.
 
As an Air Force veteran, Jon completed 3 overseas tours and continues to help military veterans and local communities.
 
Jon lives in Thousand Oaks with his high school sweetheart Alexis and 2 young boys, Daxton and Declan. Alexis works alongside Jon, as an Investment Advisor Representative . Working as a team, they provide some of the most unique strategies and ideas for all situations. When not working, they enjoy spending time with family and participating in outdoor activities.