Jonathan Owens, CFP®, CEPA®, AIF®, NQPC™, AEP®
Vice President, Partner
Jon is a third-generation financial planner passionate about helping individuals, families, and business owners live financially confident lives. Whether you're saving for college, preparing for retirement, or navigating a business transition, he specializes in crafting personalized, tax-efficient strategies to help you build and preserve wealth across generations.
He partners closely with:
- Dave Ramsey fans to apply the Baby Steps in real-world financial situations
- Affluent families on investment, retirement, tax and estate planning
- Retirees looking to maximize income, social security, and legacy
- Young professionals to develop smart, scalable wealth accumulation plans
- Business owners to plan for succession, protect assets, and reduce taxes
As a Certified Financial Planner™ (CFP®) professional and SmartVestor Pro, his mission is to empower clients with clarity, confidence, and a comprehensive plan. He's helped hundreds of clients navigate market volatility, manage college costs, prepare heirs for inheritance, and live with purpose and peace of mind.
He enjoys traveling, being in the outdoors, staying active and attending sporting events with his wife Hannah and his daughters Sophia & Savannah.
Jon is committed to achieving client excellence and it reflects through his credentials, licensing, continuing education, membership/association involvement and accomplishments:
Qualifications
- CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards
- Licensed Life Insurance Consultant
- Accredited Investment Fiduciary®, Center for Fiduciary Studies
- Certified Exit Planning Advisor®, Exit Planning Institute
- Nonqualified Plan Consultant, National Association of Plan Advisors
- Accredited Estate Planner®, National Association of Estate Planners & Councils
- FINRA- Series 6, 7, 63, and 65
- Life, Disability, Health, and Long Term Care Insurance Producer Licenses
- Bachelor of Science, Business, Linfield College, McMinnville, Oregon
Memberships/Associations
- Million Dollar Round Table (MDRT)
- Spokane Estate Planning Council
- EntreLeadership
- SmartVestor Pro
Accomplishments
- Achieving Client Excellence Award- John Hancock Financial Network
- Qualifying & Life Member, Court of the Table & Top of the Table Qualifier- MDRT
Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Working with an advisor who subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated with Osaic Wealth, Inc. and are not sponsored or endorsed by Osaic Wealth. Osaic Wealth is not affiliated with the outside business activity of business succession planning.