Jon Pollock joined Morris & Garritano in 2005 after attending Santa Clara University and working in the finance industry in San Francisco. He has earned his Chartered Life Underwriter (CLU) designation after completing advanced courses in several topics including insurance, investments, taxation, employee benefits, estate planning, accounting, management and economics. Jon leads the Estate & Financial Planning Department focusing on helping our clients protect and grow their assets. In addition, he will help create a plan to distribute the assets to heirs in a tax efficient manner. His community involvement includes currently serving as President for Habitat for Humanity for San Luis Obispo County. Jon is a graduate of SLO Leadership Class XIII and a member of the National Association of Insurance and Financial Advisors. During his free time, his interests include spending time with his wife Kerry, running, golfing, playing music and reading.
Jon Pollock joined Morris & Garritano in 2005 after attending Santa Clara University and working in the finance industry in San Francisco. He has earned his Chartered Life Underwriter (CLU) designation after completing advanced courses in several topics including insurance, investments, taxation, employee benefits, estate planning, accounting, management and economics. Jon leads the Estate & Financial Planning Department focusing on helping our clients protect and grow their assets. In addition, he will help create a plan to distribute the assets to heirs in a tax efficient manner.
His community involvement includes currently serving as President for Habitat for Humanity for San Luis Obispo County. Jon is a graduate of SLO Leadership Class XIII and a member of the National Association of Insurance and Financial Advisors. During his free time, his interests include spending time with his wife Kerry, running, golfing, playing music and reading.