Focusing on the individual, Jason Zivich applies a curated approach to each client. This ensures that every portfolio is tailored to their individual needs and goals. He believes that bespoke planning must take a holistic approach, incorporating retirement, estate, and tax planning with a sound investment philosophy. Jason's holistic approach and attention to detail are what he believes sets him apart from other financial advisors.
For more than a decade, Jason worked in large "wirehouses." Feeling dissatisfied, he wanted to create a wealth management experience that gave clients freedom and flexibility when choosing their investments. That's why he chose to join WealthSource Partners as an Independent Wealth Advisor in Manhattan Beach, CA.
Jason received a Bachelor of Science degree from the California Polytechnic State University in San Luis Obispo.
When he isn't serving clients, Jason enjoys spending time with his wife, Diana, and their sons at their Manhattan Beach home. Jason loves to stay busy and can often be found participating in sports and looking for ways to serve those in need, both in his community and around the world.