Jonathan Owens, CFP®, CEPA®, AIF®, AEP®
Vice President, Partner
Jon is a third-generation financial planner that specializes in wealth accumulation, retirement, estate and multi-generational planning. His goal is to empower, educate, and help people live a life of financial freedom. Common problems Jon helps people solve include:
-Working with Dave Ramsey fans and listeners to navigate the Baby Steps
-Advising affluent individuals and families on tax-efficient institutional investment strategies
-Showing retirees how to maximize their social security and wealth while creating an income distribution plan
-Forecasting early, mid and late career financial planning scenarios to make sure professionals and families are on track for retirement
-Partnering with families to plan for college costs, make a budget, select the right school, and avoid student loans
-Identifying tax planning opportunities to help families and professionals keep their lifetime tax liability as low as possible
-Educating Gen X and Millennials on the financial markets while creating a wealth accumulation plan
-Addressing concerns and providing clients with reassurance, research, and coaching during volatile markets
-Helping clients protect their families, assets, and income with proper insurance coverage
-Implementing next generation wealth transfer strategies with clients while preparing and educating their heirs
-Providing stewardship and financial advice to our client family
Jon has achieved the distinction and honor of being a Qualifying & Life Member of the Million Dollar Round Table (MDRT) as well as a Court of Table and Top of the Table Qualifier. MDRT is an international, independent association of financial professionals comprised of Life Insurance and Financial Service professionals who strive to serve their clients with exemplary performance, standards and ethics.
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
- 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
- Estate Planning Council of Portland
- 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 Royal Alliance Associates, Inc. (RAA) and are not sponsored or endorsed by RAA. RAA is not affiliated with the outside business activity of business succession planning.