Wealth Management in Calabasas
Ocean Summit Financial's Calabasas office is at 23975 Park Sorrento, Suite 410. Jason Melvin, ChFC®, RICP®, works with individuals, families and professionals on retirement planning, investments, tax strategy, insurance and estate coordination.
Hours
Monday–Friday, 8am–7pm
Telephone
The other office
Planning services: Calabasas
A first conversation runs thirty to forty-five minutes and is complimentary. It covers what you are trying to accomplish and where things stand today — in person at the office, or by video.
- Retirement PlanningBeyond the 401(k)
- Investment Portfolio ManagementBuilt around your plan
- Tax StrategiesLooking beyond the return
- Protecting Your FamilyProtecting what matters most
- Education FundingPlanning for their future — and yours
- Working With Your Other AdvisorsBetter advice works together
- Business OwnersYour business and your financial life, considered together
The work itself is described across the planning disciplines, and who it tends to be for is worth reading before you call.
Who we work with from Calabasas
Physicians & Medical Professionals
For physicians, dentists, and other medical professionals, years of training can create a financial path that looks different from a traditional career — often bringing higher income, student debt, and more complex decisions at the same time.
Technology & Creative
For professionals whose compensation or income does not always follow a traditional paycheck — from equity compensation and ownership interests to project-based and independent income.
Business Owners
For business owners whose personal and financial lives are closely connected to the companies they have built.
Families & Legacy
For families thinking about the people they care about today, the generations that follow, and the legacy they hope to build along the way.
Questions people ask first
Do I need a certain amount of money to work with you?
There is no stated minimum. Some of the most valuable work happens early — with a physician finishing residency, or someone about to see their first meaningful equity vest — when the decisions still compound.
What should I bring to the first meeting?
Nothing is required. If you want to move faster: recent account statements, any insurance policies in force, your most recent tax return, and a rough sense of what you owe. If you have none of it to hand, come anyway.
What does the first meeting cost?
It is complimentary. The first conversation runs 30 to 45 minutes, covers what you are trying to accomplish and where things stand today, and ends with an honest read on whether working together makes sense.
What do ChFC® and RICP® mean?
Both are designations from The American College of Financial Services, each requiring coursework, examinations and ongoing continuing education. Chartered Financial Consultant covers comprehensive planning — income tax, retirement, estate, insurance and investment. Retirement Income Certified Professional is narrower and deeper: how to turn accumulated assets into income that lasts, which is a genuinely different discipline from building the assets in the first place.
The rest are on the FAQ page.
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.