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Jon Elfin Email & Phone Number
Advisor
at
Sunflower Hill
1 work email found
@myopenadvisors.com
2 phones found area 925
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Advisor
Location
San Ramon, California, United States
Company size
Who is Jon Elfin? Overview
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Quick answer
Jon Elfin is listed as Advisor at Sunflower Hill, a company with 5 employees, based in San Ramon, California, United States. AeroLeads shows a work email signal at myopenadvisors.com, phone signal with area code 925, and a matched LinkedIn profile for Jon Elfin.
Jon Elfin previously worked as Wealth Planner at Open Advisors, Llc and Financial Planner at Sagemark Consulting Private Wealth Services. Jon Elfin holds Mba, Business Administration And Management, General from St. Mary'S College Of California.
Company email context
Email format at Sunflower Hill
This section adds company-level context without repeating Jon Elfin's masked contact details.
{first}@myopenadvisors.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jon Elfin. Compare company email patterns before reaching out.
Profile bio
About Jon Elfin
I help executives, individuals approaching retirement, and families with special needs children implement strategies that will help them realize their goals. I do this by leading clients through a rigorous, objective process that helps clarify their options so that they can:
Listed skills include Insurance, Retirement, Risk Management, Strategic Planning, and 11 others.
Current workplace
Jon Elfin's current company
Company context helps verify the profile and gives searchers a useful next step.
Sunflower Hill
9 roles
Jon Elfin work experience
A career timeline built from the work history available for this profile.
Wealth Planner
Current
Nov 2002 - Present
Financial Planner
Current
Sagemark Consulting Private Wealth Services
Jon Elfin is a registered representative of Lincoln Financial Advisors Corp.Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Marketing.
Nov 2002 - Present
Advisory Board Member
Sunflower Hill is a 501(c)3 nonprofit organization working to create a sustainable residential community for individuals with special needs – similar to senior living. Our community would not only support life-long living opportunities, but social, vocational, educational and recreational programs to ensure a full and productive life.
Jan 2017 - Jan 2019
Board Member
Sunflower Hill is a 501(c)3 nonprofit organization working to create a sustainable residential community for individuals with special needs – similar to senior living. Our community would not only support life-long living opportunities, but social, vocational, educational and recreational programs to ensure a full and productive life.
Jan 2013 - Mar 2016
Chairman Of The Board
Chairman of the Valley Health Care Charitable Foundation.
Jan 2009 - Mar 2014
Instructor
St Marys College
I taught "Financial Strategies for Successful Retirement" through the college of "Lifelong Learning" at St Marys College.
Oct 2010 - Mar 2011
Vp Operations
Nextcard
Sep 1997 - Sep 2002
Director Of Operations
Providian
Oct 1986 - Oct 1996
Team & coworkers
Colleagues at Sunflower Hill
Other employees you can reach at myopenadvisors.com. View company contacts for 5 employees →
2 education records
Jon Elfin education
Mba, Business Administration And Management, General
FAQ
Frequently asked questions about Jon Elfin
Quick answers generated from the profile data available on this page.
What company does Jon Elfin work for?
Jon Elfin works for Sunflower Hill.
What is Jon Elfin's role at Sunflower Hill?
Jon Elfin is listed as Advisor at Sunflower Hill.
What is Jon Elfin's email address?
AeroLeads has found 1 work email signal at @myopenadvisors.com for Jon Elfin at Sunflower Hill.
What is Jon Elfin's phone number?
AeroLeads has found 2 phone signal(s) with area code 925 for Jon Elfin at Sunflower Hill.
Where is Jon Elfin based?
Jon Elfin is based in San Ramon, California, United States while working with Sunflower Hill.
What companies has Jon Elfin worked for?
Jon Elfin has worked for Sunflower Hill, Open Advisors, Llc, Sagemark Consulting Private Wealth Services, Sunflower Hill (Nonprofit), and Valley Health Care Foundation.
Who are Jon Elfin's colleagues at Sunflower Hill?
Jon Elfin's colleagues at Sunflower Hill include David Wood, Clara Hollin, and Michael Strohl.
How can I contact Jon Elfin?
You can use AeroLeads to view verified contact signals for Jon Elfin at Sunflower Hill, including work email, phone, and LinkedIn data when available.
What schools did Jon Elfin attend?
Jon Elfin holds Mba, Business Administration And Management, General from St. Mary'S College Of California.
What skills is Jon Elfin known for?
Jon Elfin is listed with skills including Insurance, Retirement, Risk Management, Strategic Planning, Estate Planning, Retirement Planning, Portfolio Management, and Financial Services.
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