Jason Depetris, CFP with Be Here Now Insurance and Financial Services

Jason Depetris, CFP with Be Here Now Insurance and Financial Services I am a certified financial planner, CFP® offering securities products and services through NYLIFE S My insurance license # is CA 0G89079.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

111 W. Ocean Blvd., Suite 400 Long Beach, CA 90802 (562) 216-8105

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Be Here Now Insurance and Financial Services nor New York Life Insurance Company or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Be Here Now Insurance and Financial Services is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions.

Today we commemorate the Stars and Stripes and celebrate the freedom it stands for.
06/14/2026

Today we commemorate the Stars and Stripes and celebrate the freedom it stands for.

Will you have enough income to cover your needs in retirement? Plan ahead to help cover any income gap.https://bit.ly/3S...
06/12/2026

Will you have enough income to cover your needs in retirement? Plan ahead to help cover any income gap.
https://bit.ly/3SmyQqS

Asset allocation is the balance between growth and stability in your portfolio. It is how your money is divided among st...
06/08/2026

Asset allocation is the balance between growth and stability in your portfolio. It is how your money is divided among stocks, bonds, and cash, and it plays a bigger role in long-term results than most people realize.

Your mix should reflect who you are as an investor. Someone saving for retirement may need a different balance than someone focused on income or stability. And, as your financial life changes, your allocation should evolve too.

The goal is not to predict markets, but to stay invested with confidence through them. The right balance helps you do just that.

How balanced is your portfolio today?
https://bit.ly/4olJhXW

Start your life together with honest financial conversations.Talking about money can be an emotional, especially when tw...
06/05/2026

Start your life together with honest financial conversations.

Talking about money can be an emotional, especially when two lives come together. You’re blending two sets of financial habits, goals, and those conversations can feel personal.

But talking about money early on can help couples build trust, stay aligned, and create a strong foundation for their future.

This Financial Planning Checklist for Young Couples can help you start that conversation. A few small, consistent steps now can make a big difference later.

Start your financial journey together with clarity and confidence.
https://bit.ly/4adGV7o

The right plan now can help shape the retirement you want.The years leading up to retirement are full of possibility and...
06/03/2026

The right plan now can help shape the retirement you want.

The years leading up to retirement are full of possibility and important financial choices.

You’ve worked hard to build your wealth and now it’s time to make sure it supports the life you want to live.

This Financial Planning Checklist for Pre-Retirees highlights key steps to help you prepare, including maximizing savings, creating reliable income, managing taxes, and protecting what you’ve built.

Now is the time to make the most of your peak earning years.
https://bit.ly/4xf2EG7

Retirement is a new chapter that still needs a plan.Reaching retirement is an incredible milestone. You’ve built a life ...
06/01/2026

Retirement is a new chapter that still needs a plan.

Reaching retirement is an incredible milestone. You’ve built a life that reflects your values, and now it is about protecting and enjoying it.

Your retirement years, however, are not the end of planning. They mark a new chapter that calls for flexibility and focus.

This Financial Planning Checklist for Retirees can help you stay proactive about your finances, review your goals, and adjust your plan as life evolves. A thoughtful approach can help ensure your wealth continues to support both your lifestyle and your legacy.

Enjoy the life you have worked hard to build with confidence.
https://bit.ly/4vqEfM0

Your approach to money says a lot about you.Some people are comfortable taking risks for growth. Others prefer knowing t...
05/08/2026

Your approach to money says a lot about you.
Some people are comfortable taking risks for growth. Others prefer knowing their savings are steady and secure. Neither is right or wrong. It’s simply your investor profile.

Your investor profile connects your goals, comfort level, and time horizon so your investments align with the life you want to build. If it’s been a while since you reviewed yours, think about how your goals or comfort level may have changed.

Life moves fast, and your plan should move with it. Knowing your investor profile can bring clarity and confidence to every financial decision.

https://bit.ly/4deXcJU
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Have investments in taxable accounts? You may be able to increase your return and decrease your taxes through tax-loss h...
05/06/2026

Have investments in taxable accounts? You may be able to increase your return and decrease your taxes through tax-loss harvesting.
https://bit.ly/4weyamR

Address

111 W. Ocean Boulevard , Suite 400
Long Beach, CA
90802

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(562) 216-8105

Website

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