Jason Oshins is a Wealth Management Advisor and Certified Exit Planner with WestPac Wealth Partners, specializing in working with business owners, physicians, and families throughout the United States in effective financial decision making.
By breaking down complex topics into easy-to-understand concepts, Jason helps clients make informed financial decisions on wealth accumulation, distribution, and preservation while insulating against outside economic influences, such as taxes, inflation, and unexpected events. He leverages his extensive experience advising Fortune 1000 executives to assist owners of closely-held businesses with their retention, protection, growth, and exit strategies.
Jason obtained his MBA from the University of Michigan Business School in Ann Arbor, focusing on corporate strategy, organizational behavior, and marketing. Prior to wealth advising, he was a management consultant with the corporate strategy practices of PricewaterhouseCoopers (PwC) and Capgemini and a brand strategist with Sterling Brands, spending most of his career in New York and Los Angeles.
In his spare time, he enjoys spending time with his wife Robin and their two children Katie and Spence and indulging his passion for music and sports. Jason is a current member of the Vegas PBS Planned Giving Council, former President of the Southern Nevada Estate Planning Council, and board member and former President of the Gift Planning Advisors. Jason is widely published nationally and locally, authoring articles on estate planning, investments, insurance planning, and retirement planning.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121619.684.6400. 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 #0G03153 | 2021-128409 Exp. 10/23 | 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.