Jason Somrak, Financial Advisor located in Mission Viejo, CA

Financial Advisor
Jason K Somrak

ChFC®, CEPA®
26161 Marguerite Pkwy Suite D, Mission Viejo, CA 92692opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Charitable Giving
  • Employee Stock Options
  • Professional Athletes

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Sports Enthusiast
  • Hiking
  • Personal Fitness
  • Traveling
  • Spending Time with Family

Team Members

  • Angela Magill
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(949) 367-6605

Fax

(877) 367-8052

Office Address

26161 Marguerite Pkwy Suite D
Mission Viejo, CA 92692opens in a new window

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