Certified Financial Planner in Westlake Village

Jason J. Perez, founder

CERTIFIED FINANCIAL PLANNER Professional

Working as a fiduciary for clients in the SPORTS, ENTERTAINMENT, MEDIA and THOUGHT LEADERSHIP worlds, Jason is knowledgeable, understanding and experienced. He understands that wealth management is simply a tool for clients to develop their greater purpose.

LEGACY, SOCIAL IMPACT & HAPPINESS


Meet Jason Perez