Jon specializes in retirement planning solutions. A few of these core planning features include, designing financial plans, creating retirement income streams, employing tax optimization strategies and offering investment management services.
Jon also has additional training and credentials in the field of Social Security and implements Social Security optimization solutions. He has a degree in Finance and operates under a fiduciary standard of care to his clients.”My wife Marisa is my biggest supporter.
We enjoy vacations with beaches and lots of sun. I love the changing seasons; I crave golf in the summer, and skiing in the winter. We are gearing up to start a non-profit organization to help families that struggle with infertility. Our burning desire in life is to someday become parents. Something most people don’t know about me is that I am fluent in Spanish.”