Torrance, California Office
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Emphasizing that all client situations are unique, he begins by listening to what is most important to each client, then works to organize and prioritize all the moving pieces into a comprehensive and actionable financial plan. Jon focuses on high earners and business executives looking to lay the proper foundation for financial independence and make the transition into retirement. He also assists Millennials experiencing sudden wealth through inheritance, stock options, and settlements.
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Previously worked as a wealth advisor at Harris Financial Advisors, Inc. before joining EP Wealth.
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Jon graduated from University of Colorado, earning a B.A. in Political Science. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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A self-described “non-fiction book nerd,” Jon enjoys exploring California with his wife, skiing in the winter and relaxing at the beach in summer with a chair and a book.
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