The selection process is based on a point value system. Points are awarded for education, years in practice and affiliations with professional associations and organizations. To ensure unbiased selections, the Consumer’s Research Council does not accept fees, sponsorships, donations or advertising from financial planners, CPA’s or any financial institutions.
Jon graduated from the United States Military Academy at West Point and served as an
Officer in the U.S. Army until he entered the financial services industry in 1995. Jon is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant Designation. He specializes in retirement planning, estate planning, and multigenerational wealth transfer techniques for high net worth clients and retiring business owners.
The “Guide to America’s Top Financial Planners” will be available to consumers via a new downloadable format at www.consumersresearchcncl.org