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Jason DePetris

Phone 562-394-2108

Jason DePetris
New York Life
675 Placentia Ave.
Suite 250
Brea, CA 90755

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Jason DePetris

New York Life
Chapter: Surf City BNI

Financial, Financial Advisor

My BusinessI help individuals, families, and businesses grow and protect their wealth. Key areas are retirement planning, college planning, and retail investing. I also evaluate and assist in life insurance and long term care planning. I have won awards from NAIFA (National Association of Insurance and Financial Advisors) and have been a member of New York Life's Council program for 6 consecutive years.

Ideal Referralprofessional aged 30-50 income $75,000 +, new baby, new job, new home

Top Productlife insurance (all types- term, whole life, universal life)

Top Problem Solvedprotect loved ones from loss of income

My Favorite BNI Storyexisting policy holder allowed me to speak to his employees at a company meeting- I gained 8 new clients from one meeting!

My Ideal Referral Partnerfamily law or estate attorney