About

Jonathan’s specialty lies in understanding complex situations and providing custom solutions tailored to each individual’s needs. His expertise in tactical portfolio design and investment strategies, have served thousands of high-net-worth clients, and helped weather many economic storms. As an experienced advisor, Jonathan utilizes a panoramic holistic approach to retirement planning and income strategies, with the latest software and technology. 

Jonathan Vasquez, Financial Planner and Investment Advisor Representative, has been serving affluent clients since 2017. He persists to educate himself, staying at the forefront of long-term retirement planning and investments in order to better serve his clients. Jonathan is a fiduciary, holds a Series 65 securities license as well as a Life and Health Insurance license. 

As an Air Force Veteran and car enthusiast, Jonathan enjoys taking his family to air and car shows. In his free time, Jonathan also loves beach days with his wife Alexis, and 2 sons Daxton and Declan. He lives in Thousand Oaks, CA with his family and 2 cats. 



Our office.

Retirement Wealth Advisors

5743 Corsa Avenue

Westlake Village, CA 91362

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