Jonathan C. Perkins

Biography

Investing without a plan is like driving a car without a destination. To be successful in building and distributing wealth, it is critical to know where you want to go and to have a plan on how to get there. For over 31 years as a Financial Advisor, my business has been built around this simple philosophy.

I strive to help my clients first identify and clearly set their financial goals, both short and long-term. We then set about charting a prudent course that is the most appropriate way for them to achieve those goals. I truly enjoy the process of helping my clients see the pathway to their success.

Background

31 years of experience as a Financial Advisor
Accident and Health Agent
Life Only-Agent
Variable Contracts Agent

SPECIALIZATIONS

• Annuities and Insurance
• Financial Planning
• Retirement Planning
• Tax-Free Municipal Securities

Credentials

• Holds Series 7, 63, and 66 Licenses
• CA Insurance Lic. # 0A00989

Mission Statement