Benefits Advisor, Shareholder
Jon Pollock has been with Morris & Garritano since 2005. Growing up, he spent time living abroad in Germany and Japan as well as several US states before settling down in California. After joining the insurance industry, Jon 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.
At Morris & Garritano, Jon specializes in helping employers recruit and retain talent while saving them money and easing the burden of administrative programs. He’s passionate about building relationships with his clients and creating a customized program to help them meet their goals. Additionally, Jon leads our estate and financial planning services helping clients protect and grow their assets in retirement.
Active in his community, Jon is a member of his local Rotary Club with previous involvement as President of the San Luis Obispo County branch of Habitat for Humanity. Outside of the office, he enjoys staying active playing golf and tennis and is an avid traveler.