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Jason Berton

Jason Berton

Financial Advisor

Specializing in providing clients with financial clarity, strategic planning, and fostering collaborative efforts, Jason excels in helping individuals confidently pursue purposeful and fulfilling lives through robust financial well-being.

Before venturing into wealth management, Jason successfully founded and led companies in the Fashion, Packaged Food, and Tech sectors. His diverse business background uniquely positions him to connect with fellow business owners, recognizing that effective solutions often arise from a cohesive team.

In the realm of wealth management, Jason and his team extend their experience to executives, attorneys, doctors, and business owners. Their comprehensive services encompass financial organization, asset protection, wealth accumulation, and preservation, as well as retirement distribution strategies. Embracing a holistic planning approach, the team aligns individual goals and concerns with a wealth of collective experience.

Over time, Jason's team collaborates with clients to achieve financial stability that is both resilient and tax-aware. By coordinating efforts, they work towards a result that help ensure lasting financial well-being.

Consider inviting Jason to guide you and your loved ones on the path to financial wellness, where strategic planning and collaborative efforts lead to a confident and fulfilling future.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WESTPAC WEALTH PARTNERS LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 4274920. | Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. | 2024-169694 Exp. 02/26