Jonathan LaParl
Financial Advisor CFP® CRPC® AWMA® CRPS®
Jon is a registered financial advisor with extensive experience in financial planning and money management for individuals, families, and small businesses. His expertise includes retirement planning, investment management, insurance strategies, and estate planning guidance. Jon recognizes that every client’s financial situation is unique, and he takes a thoughtful, personalized approach—listening carefully to each person’s concerns and goals so he can create strategies tailored to their specific needs.
Jon earned his Bachelor’s degree in Chemistry with a minor in Marketing from the State University of New York at Buffalo. He is a licensed life and health insurance agent and an Investment Advisor Representative with Osaic, holding FINRA Series 6, 63, 65, and 7 licenses. Jon has also achieved several respected industry designations, including:
CFP® – Certified Financial Planner™
CRPC® – Chartered Retirement Planning Counselor®
AWMA® – Accredited Wealth Management Advisor®
CRPS® – Chartered Retirement Plans Specialist®
Jon was honored with the WM Thrive Award for Wealth Management Fastest-Growing Advisors in the U.S. (2019)**, reflecting his dedication to serving clients with excellence and continued growth in the industry.
He is also an active member of the Saratoga Lions Club and the Malta Business Works group, proudly supporting the local community he serves.
Outside of work, Jon enjoys spending time with his family on Saratoga Lake, planning weekend getaways, shooting hoops with his son, swimming with his daughter, and dining out with his wife whenever they can find a sitter. He’s a loyal New York Giants fan and an avid college football follower—Notre Dame is his team.