I believe money is more than spreadsheets, it's a tool for alignment. As a financial advisor for attorneys and legacy-minded professionals, I help clients clarify not just how to pursue wealth, but why it matters.
My clients are successful on paper but often feel overwhelmed or uncertain. I guide them to connect their finances with what they truly value: family, purpose, peace of mind.
Rooted in faith and intentionality, my approach helps every decision flow from who you are, where you're going, and the legacy you want to leave.
Based in Florida. Bilingual (English & Spanish). Serving attorneys at all stages, from solo practitioners to partners planning succession.
Let's turn financial noise into clarity and meaning.
Financial AdvisorJonathan Vasquez
I believe money is more than spreadsheets, it's a tool for alignment. As a financial advisor for attorneys and legacy-minded professionals, I help clients clarify not just how to pursue wealth, but why it matters.
My clients are successful on paper but often feel overwhelmed or uncertain. I guide them to connect their finances with what they truly value: family, purpose, peace of mind.
Rooted in faith and intentionality, my approach helps every decision flow from who you are, where you're going, and the legacy you want to leave.
Based in Florida. Bilingual (English & Spanish). Serving attorneys at all stages, from solo practitioners to partners planning succession.
Let's turn financial noise into clarity and meaning.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
