Meet The Team @ Westlake Village, CA.
The team behind Capital Management Services, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Schedule by appointment only.
Chief Operating Officer
Investment Advisor Representative and National Social Security Advisor
Joseph started his career at Capital Management Services (CMS Advisors) in the back-office learning how to trade the various strategies that CMS utilizes for the firm. After a few years of becoming accustomed to market cycles and trading strategies he started his own office in Westlake Village, California in 2014. He started teaching educational courses on Social Security, Medicare, Retirement Planning, Market Strategies, Tax Planning, Legacy Planning and Advanced Financial Strategies for the Elite.
In 2018 Joseph became the Chief Operating Officer for Capital Management Services and has expanded the firm to include new advisors and various offices across the United States. In 2020 Joseph helped form and organize CMS Institutional, LLC which is an SEC registered Third Party Money management company focused on unique tactical financial strategies. These strategies are utilized with the Capital Management Services clients across the country as well as utilized by thousands of financial professionals in the financial services industry.
The St. Louis native is insurance-licensed in Missouri, Illinois, and California. He passed his Series 65 securities exam to become an Investment Advisor Representative and holds a bachelor’s degree from Southwest Missouri State University in business management and marketing. He spends his time between Chicago, St. Louis and Los Angeles visiting with various CMS offices as well as meeting with other financial professionals mentoring them on business development.
Although Joseph’s roles and responsibilities have increased over the years, he does work with and still enjoys working with individual client and families. His passion is helping someone understand that they can achieve their financial goals, if they put a solid plan in place, implement that plan and follow it for success. Joseph see’s new clients by appointment only, simply send him a quick email introduction and either Joseph or his Executive Assistant Cricket will return your email to schedule an appointment with you.
Jonathan Pace Investment Advisor Representative
Jonathan came into the financial industry helping teachers and public-school employees plan for their retirement. After seeing how riddled the industry was with hidden fees, conflicts of interest and bad service Jonathan decided to go independent and founded Pace Financial & Insurance Services.
Jonathan's mission is to provide independent and innovative financial strategies for retirees and pre-retirees, as well as providing customer service above and beyond industry expectations.
Jonathan is insurance licensed and holds his Series 65 securities license, which allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients.
Jonathan chose to be an independent wealth advisor so he wouldn’t be limited in the tools and strategies he could provide to create the best possible retirement plan. He works with his clients to create holistic retirement plans that focus on five key areas of retirement: income planning, investment management, tax optimization planning, health and long-term care planning and estate planning.
He enjoys playing and watching sports and has a love for golf. Jonathan currently resides in Moorpark, California with his wife and two boys.
Giovanni Cuarez Tax & Insurance Services
Giovanni Cuarez (Gio) began his financial career at Paramount Pictures as a “page”, while studying for his Bachelor’s Degree in Business. Gio worked his way up into the Network Television Estimating Department, where he gained practical knowledge and experience in the art of budgeting for over a dozen Prime-time Television Shows. After leaving Paramount Pictures, Gio earned a Bachelor of Science Degree in Business Administration.
He immediately began working as a freelance Line Producer and filmmaker for various independent film companies and small business owners/advertisers, which lead him to acquire licenses in Life, Health, and Property &; Casualty Insurance, and worked for a Production Insurance Brokerage for over 15 years. While working as a Production Insurance Broker, Gio also registered with the Internal Revenue Service (IRS) and the California Tax Education Council (CTEC) and started a Tax Preparation Service for entertainment professionals, independent film companies and small business owners. Gio recently joined Capital Management Services (CMS), where his knowledge and experience will be a welcomed addition.
For a full list of insurance services that Giovanni represents please visit www.cmsinsure.com.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.