One practice for your whole financial life.
Ocean Summit Financial is a boutique planning practice with offices in Calabasas and New York, working with clients in all fifty states.
Ocean Summit was built around a specific belief: that most people do not fail financially because they picked the wrong fund. They fail because nobody ever sat down and helped them decide what the money was for.
So the work here starts with listening, and it stays in plain language. We would rather you leave a meeting able to explain your own plan than impressed by terminology you will never use again. A plan you cannot explain is a plan you abandon in the first bad quarter.
- All 50 statesLicensed and doing business
- Calabasas & New YorkOffices
The advisor
Jason Melvin, Founder and Wealth Management Advisor
Jason leads the practice — personal and business financial planning, and the person who answers when you call about your own plan. Both of his designations come from The American College of Financial Services, and both require ongoing continuing education.
The Chartered Financial Consultant designation covers comprehensive planning: income tax, retirement, estate, insurance and investment. The Retirement Income Certified Professional designation goes narrower and deeper on the half most people underestimate — turning accumulated assets into income that actually lasts.
They matter less as letters than as a signal of scope. The conversation is meant to cover your whole financial life, not one product inside it.
- ChFC®Chartered Financial Consultant
- RICP®Retirement Income Certified Professional
Away from the desk — the reason any of this matters, and the same thing most clients are planning around.
How this works
There is no profile you have to fit. Every financial life comes with its own priorities, responsibilities, and opportunities. Our role is to understand yours, identify what deserves attention, and provide guidance that reflects your circumstances — not a category or predetermined path.
With offices in Calabasas and New York and the ability to serve clients across all fifty states, our work can continue wherever life takes you. Whether you relocate or your family spans multiple states, your financial strategy can remain connected and consistent.
We also work alongside your CPA, estate attorney, banker, and other trusted professionals. By keeping the full picture in view, we help ensure decisions are coordinated across every part of your financial life — not made in isolation.
Jason Melvin, ChFC®, RICP®
Leads the practice. Personal and business financial planning, and the person who answers when you call about your own plan.
Tracy Walker-Gaspard
Associate Financial Representative. Runs the operational side of the practice — onboarding, servicing, and keeping the moving parts of a plan on schedule.
Shayne Hoskow
Runs the investment side of the practice — portfolio implementation, account operations, and keeping the moving parts of a plan on schedule.
Start where you are.
We’ll talk about what matters to you, understand where things stand today, and explore how thoughtful financial guidance can support the future you’re building. It’s simply a conversation to see how we can help.