Developing cost efficient wealth strategies for business professionals and their families.
At a young age, Jonathan, his five siblings, and his parents all fled from communist Romania in pursuit of a better future in America. Transitioning into a new culture, language, and environment was not easy, but those early struggles were instrumental in creating Jonathan’s drive for success. Today, Jonathan maintains his ability to speak Romanian fluently, and has utilized his language skills to improve the financial condition and literacy of many other immigrant families and business owners.
Through WestPac Wealth Partners, Jonathan and his team have been able to bring innovative financial solutions to small businesses, medical and tech professionals, high profile artists, and families by identifying inefficiencies within their balance sheet. By creating individualized optimization strategies, his team's clients are able to consistently achieve their goals and grow beyond their self-imposed limitations. “What I love about WestPac is that we have an open-source platform, with no proprietary limitations on what we can, or cannot do for our clients. This allows us to truly align with our clients goals and develop a plan that is uniquely suited for each client.”
Jonathan describes himself as a “lifelong student of the markets”, and along with his team, specializes in asset management, financial planning, life & disability insurance, asset protection strategies, retirement planning, and more. He is proud of the fact that everyone who works with him and his team learns something new, and enriches their financial journey through WestPac’s elite service.
Jonathan has always been passionate about music, and has performed professionally on trumpet with many symphonic, and jazz groups. He is also deeply involved with his church community, where he served as music director for many years. When he is not working, Jonathan enjoys trying new ‘foodie’ restaurants, watching Formula 1 and football, and traveling to new places with his beautiful wife, Debi.
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 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 #4261127. | 2023-158553 Exp. 07/25