Jon holds several professional designations and licenses that reflect his training, experience, and commitment to serving clients well. Below is a brief explanation of what each one means in everyday language.

Certified Financial Planner™ (CFP^®)
The CFP^® designation is one of the most respected credentials in the financial industry. It requires extensive education, testing, and ongoing ethics standards in areas like retirement planning, investments, taxes, insurance, and estate planning.

What this means for you:
Jon is trained to look at your entire financial picture and help you build a comprehensive, long-term plan—not just pick individual products.

Chartered Retirement Planning Counselor^® (CRPC^®)
The CRPC^® designation focuses specifically on retirement planning and the transition into retirement.

What this means for you:
Jon can help you plan how and when to retire, create a strategy for turning your savings into income, and make decisions about Social Security, investments, and how to make your money last.

Accredited Wealth Management Advisor^® (AWMA^®)
The AWMA^® designation centers on wealth-building and management strategies for clients with growing or more complex finances.

What this means for you:
Jon is trained to help you grow and manage your wealth over time—coordinating investments, risk, taxes, and long-term goals as your life and finances evolve.

Chartered Retirement Plans Specialist® (CRPS^®)
The CRPS^® designation focuses on retirement plans for businesses, such as 401(k)s and other employer-sponsored plans.

What this means for you:
If you’re a business owner or responsible for a company retirement plan, Jon can help you choose, set up, and review retirement plan options that support both your employees and your business goals.

Securities Licenses: Series 6, 63, 65, and 7
These licenses are required to provide investment advice and offer various types of investment products.

Series 6: Allows Jon to offer certain investments such as mutual funds and variable insurance products.
Series 63: Covers state-level rules and regulations, allowing him to conduct investment business within the state.
Series 65: Required to act as an investment advisor and provide paid investment advice and portfolio management.
Series 7: A broad license that allows Jon to offer a wide range of investment products, including stocks and bonds.

What this means for you:
Jon is licensed to recommend investments, manage portfolios, and provide ongoing investment advice in a regulated, professional manner.

Life, Accident, and Health License
(Including NY State Partnership Certification)

This license allows Jon to help clients with life insurance, disability insurance, health-related coverage, and long-term care insurance. His NY State Partnership certification means he can offer special long-term care insurance policies that may help protect some of your assets if you ever need long-term care and qualify for certain state programs.

What this means for you:
Jon can help you protect your family and finances with insurance strategies—especially around income protection, healthcare needs, and long-term care planning.