Jon Courtney MBA, CFP®
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.