Jon Courtney's Location
Los Angeles, CA, US
Jon Courtney's Work
- Financial Planner @ Village Wealth Advisors
- Financial Planner and Partner @ Avalan Wealth Management
- Senior Financial Planner @ Alexandria Capital, LLC
- Senior Financial Planner @ Summit Wealth Management Inc
- Wealth Coach @ The Glowacki Group, LLC
- Financial Advisor @ Bank of America
- Personal Banker @ Bank of America
Jon Courtney's Education
- California Lutheran University
MBA (Financial Planning)
2004 - 2006 - University of Southern California
BA (Economics)
2001 - 2004 - Moorpark Highschool1996 - 1999
Jon Courtney's Skills
- Saving for Education
- Wealth Preservation Planning
- Retirement Planning
- Sales
- Wealth Management Services
- Portfolio Management
- IRAs
- Investments
- Variable Annuities
- Investment Advisory
Jon Courtney's Summary
Jon Courtney, based in Los Angeles, CA, US, is currently a Financial Planner at Village Wealth Advisors, bringing experience from previous roles at Avalan Wealth Management, Alexandria Capital, LLC, Summit Wealth Management Inc and The Glowacki Group. Jon Courtney holds a 2004 - 2006 MBA in Financial Planning @ California Lutheran University. With a robust skill set that includes Saving for Education, Wealth Preservation Planning, Retirement Planning, Sales, Wealth Management Services and more, Jon Courtney contributes valuable insights to the industry. Jon Courtney has 2 emails and 1 mobile phone number on RocketReach.
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