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.
Chief Operating Officer
Investment Advisor Representative and National Social Security Advisor
Joseph’s father founded Capital Management Services (CMS) in 1986, and nearly 30 years later, he joined the firm as an Investment Advisor Representative. In 2014, Joe’s first year on board with the company, he opened CMS’ first West Coast branch and began building a practice specializing in retirement planning for high net worth individuals.
Joe’s role expanded when he became chief operating officer in 2018. He experienced so much success helping clients of CMS that he now assists other financial advisors in growing practices of their own by partnering with CMS’s third-party management solutions. Joe works with a veteran team of regional managers who are eager to add value, time and personal freedom to clients’ lives.
The St. Louis native is insurance-licensed in California and Missouri and passed his Series 65 securities exam to become an Investment Adviser Representative. He holds a bachelor’s degree from Southeast Missouri State University in business management and marketing.
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.
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.