Jon Courtney MBA, CFP®

Jon specializes in working with retirees and professionals transitioning into retirement.  Jon has been a Certified Financial Planner™ for over 15 years and has an MBA in Financial Planning from California Lutheran University.  He is a member of the Provisors Networking Group, USC and CLU Alumni Associations, TEAM Referral Network, Financial Planning Association and Toastmasters International.

Jon is also the author of Referonomics – an empirical study of group referral networks and the science behind professional referral relationships.  He has relied heavily on his educational background in economics, formal study of risk and return theory, and his interest in behavioral finance to create the Referonomics Referability Formula.  He is a much sought after speaker on the topic in the Los Angeles and Ventura County business community.

A native of the Conejo Valley, Jon is married to his high school sweetheart, Kimberly, and they live in Moorpark with their two sons, Preston and Wesley.