Jason Oshins is a Financial Advisor with Wealth Strategies Group, specializing in working with individuals, families, and business owners throughout the United States in effective financial decision making.
By breaking down complex topics into easy-to-understand concepts, he helps his clients make informed decisions so they can satisfy their objectives in the creation, maximization, protection, enjoyment, and transfer of their wealth. Areas of specialization include estate planning, retirement planning, insurance planning, investment services, charitable planning, disability protection, and long term care.
A native Las Vegan, Jason graduated from Bishop Gorman High School and went on to obtain his MBA from the University of Michigan Business School in Ann Arbor. Prior to switching careers, he was a management consultant with the strategy practices of PricewaterhouseCoopers and Capgemini and a strategist with Sterling Brands.
In his spare time, he enjoys spending time with his wife Robin and their two young children Katie and Spence and indulging his passion for music and sports. Jason currently serves as the President of the Gift Planning Advisors, an organization that educates Southern Nevada advisors on philanthropic planning. Additionally, Jason is Treasurer of the Southern Nevada Estate Planning Council and a member of the Vegas PBS Planned Giving Council.
Jason Oshins is also a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 6455 S. Yosemite Street, Suite 300, Greenwood Village, CO 80111 303-770-9020. Securities products & services and advisory services offered through PAS, member of FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Wealth Strategies Group is not an affiliate of subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.