Cal Pacific Wealth Management

Services Offered

• Investment Management Services
• Comprehensive Financial Planning
• Small Business Retirement & Benefits Planning
• Medicare Insurance Planning & Design
• Retirement Income Planning
• Life Insurance Planning & Design

About

Jason J. Perez is a CERTIFIED FINANCIAL PLANNER Professional based in Westlake Village, California, providing a range of wealth management services since 2005. He offers investment management, comprehensive financial planning, and retirement income planning, among other services. Jason specializes in small business retirement and benefits planning, as well as Medicare insurance planning and life insurance design. His practice serves individuals, families, and small business owners looking for tailored financial strategies to achieve their financial goals.

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