Jon Pollock

Employee Benefits Advisor

Role: Employee Benefits Advisor at Morris & Garritano
Location: San Luis Obispo, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jon Pollock

After attending Santa Clara University, Jon worked in the finance industry in San…

Experience

Employee Benefits Advisor
Morris & Garritano
Jun 2005 — Present · San Luis Obispo, CA, US
Business continuation planning, group health & wellness and corporate retirement plans.

Skills

Estate Planning
401k
Compensation
Pensions
Benefits
Insurance
Sep
Defined Benefit
Long Term Care Insurance
Annuities
Disability Insurance
Plan Design
Deferred Compensation
Long Term Care
Retirement Planning
Business Planning
Mutual Funds
Succession Planning
Health Insurance
Employee Benefits
Fixed Annuities
Retirement
Executive Compensation
Executive Pay
Long-Term Care
Profit Sharing
Roth Ira
Financial Advisory
Ira's
Life Insurance

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