Jon Pollock
Employee Benefits Advisor at Morris & Garritano Insurance | San Luis Obispo, California, United States
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Jon Pollock is a seasoned Employee Benefits Advisor at Morris & Garritano Insurance, where he leverages his extensive expertise to provide tailored solutions in business continuation planning, group health and wellness, and corporate retirement plans. With a strong foundation in finance gained from his time in San Francisco and a prestigious Chartered Life Underwriter (CLU) designation, Jon is adept at navigating the complexities of employee benefits, health insurance, and life insurance. His advanced knowledge spans critical areas such as taxation, estate planning, and executive compensation, allowing him to craft comprehensive strategies that align with both individual and organizational goals.
At Morris & Garritano, Jon is currently spearheading key projects that focus on enhancing employee wellness programs and optimizing corporate retirement plans. His approach is rooted in understanding the unique needs of each client, ensuring that the benefits offered not only attract top talent but also foster a culture of health and productivity within the workplace. Jon’s proficiency in plan design and long-term care solutions further empowers businesses to safeguard their employees’ futures while promoting financial security.
Beyond his professional commitments, Jon is actively involved in community initiatives, reflecting his dedication to service and leadership. His multifaceted skill set, combined with a passion for helping others, positions him as a trusted advisor in the employee benefits landscape. As he continues to navigate the evolving insurance and benefits industry, Jon remains focused on delivering innovative solutions that drive success for both clients and their employees.
Employee Benefits Advisor at Morris & Garritano Insurance in June 2005 to Present
Board Member at Habitat for Humanity for San Luis Obispo County in January 2006 to June 2012
Realtor at Patterson Realty in June 2003 to June 2005
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Employee Benefits
Health Insurance
Insurance
Life Insurance
Retirement
401k
Disability Insurance
Financial Advisory
Retirement Planning
Estate Planning
Fixed Annuities
Succession Planning
Long-term Care
Business Planning
Long Term Care Insurance
Mutual Funds
Pensions
IRA's
Executive Pay
Profit Sharing
Executive Compensation
Deferred Compensation
Plan Design
Annuities
Benefits
Roth IRA
SEP
Defined Benefit
Compensation
Long Term Care
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What is Jon Pollock email address?
Email Jon Pollock at [email protected] and [email protected]. This email is the most updated Jon Pollock's email found in 2026.
How to contact Jon Pollock?
To contact Jon Pollock send an email to [email protected] or [email protected].
What company does Jon Pollock work for?
Jon Pollock works for Morris & Garritano Insurance
What is Jon Pollock's role at Morris & Garritano Insurance?
Jon Pollock is Employee Benefits Advisor
What is Jon Pollock's Phone Number?
Jon Pollock's phone (213) ***-*391
What industry does Jon Pollock work in?
Jon Pollock works in the Financial Services industry.
Jon Pollock Email Addresses
Jon Pollock Phone Numbers
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