Jon Bowles Email & Phone Number

I am a Wealth Advisor based in Pasadena, CA who has been helping clients plan for complex financial goals. My experience includes 30 years in the financial industry, working with hundreds of clients to help build and execute comprehensive retirement income plans. Having worked through two significant economic downturns, I understand the importance of preserving capital for my clients, making it a cornerstone goal of my practice.I am second to none when it comes to estate planning, risk management, and tax strategies. I have years of experience helping individuals and businesses alike navigate these waters and come out on top.I have been helping retirees plan for their retirement since 1997. I combine my detailed knowledge of your retirement benefits with a thorough analysis of your individual situation in order to recommend the most effective investment, tax planning, and retirement income planning strategies.I am a graduate of the University of California, Los Angeles, and began my financial services career at Morgan Stanley Dean Witter. I enjoyed six years with Morgan Stanley, another seven years with Citi Personal Wealth Management along with 6 1/2 years with the NettWorth Financial Group before continuing with my own firm. My securities registrations include Series 7, 63 & 65, and a California Insurance License, #0C88392.I will take the time to understand your unique needs and goals and will work tirelessly to ensure you receive the best possible advice and service.No matter your concerns, I can help you find a solution that works for you. Whether you are just starting to think about retirement or need help updating an existing plan, I’m here to assist you. Contact me today to find out how I can help you!

Listed skills include Retirement Income Strategies, Tax Free Retirement Planning, Measured Wealth Solutions, Retirement Planning, and 31 others.

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