top of page

Jon Courtney MBA, CFP®

CourtneyJon2201002web.jpg

Jon is a Financial Planner at Village Wealth Advisors, specializing in, though not limited to, working with retirees and professionals transitioning into retirement. Jon has been a Certified Financial Planner™ and fiduciary for nearly 20 years, is a University of Southern California graduate, and has an MBA in Financial Planning from California Lutheran University.  He is a member of the USC and CLU Alumni Associations, Financial Planning Association, Rotary International, and Toastmasters.

​

In addition to his education in economics, risk and return theory and behavior finance, Jon was a Senior Financial Planner at select boutique, high-personal service wealth management firms before starting Village Wealth Advisors. These include The Glowacki Group, Glen Jenken Estate & Financial Planning, Alexandria Capital, and a partner in the firm Avalan Wealth.

​

Jon is married to his high school sweetheart, Kimberly, and they live in Moorpark with their two sons, Preston and Wesley. Jon is active in the community coaching youth sports (Little League, AYSO Soccer, and Basketball), is a Cub Scout leader, an active participant in Rotary, and serves on the Board of Directors of the Moorpark Education Foundation.

BrokerCheck badge link

Disclosure Statement:

Our Wealth Guides, Inc. doing business as Village Wealth Advisors, a Registered Investment Adviser with the Securities and Exchange Commission, located in Westlake Village, California. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. For information pertaining to the registration status of Our Wealth Guides, Inc. doing business as Village Wealth Advisors, please contact the SEC or the state securities regulators for those states in which Company maintains a notice filing.

 

Website Content: All written content on this site is for information purposes only. Opinions expressed herein are solely those of Our Wealth Guides, Inc., doing business as Village Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

​

Investment Advisors and Financial Planners do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account(s). These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

​

ADV Part 2A/2B    |    ADV Part 3 CRS

© 2022 by Village Wealth Advisors. Website created by RSC Marketing and Advertising

bottom of page