Jon Porter Email & Phone Number

Leading Three Bell’s efforts to advise private family and corporate retirement plan clients.Founded at the geographic epicenter of entrepreneurship in the heart of Silicon Valley, Three Bell Capital is uniquely positioned to provide comprehensive, actionable, unbiased, financial advice to families who’s financial lives are, or are about to become, substantial and complex enough to warrant professional assistance. We help clients develop a plan for their wealth which includes asset management, estate planning, tax strategy, insurance coverage, and lending, and we coordinate those efforts across our clients' network of professional advisors.Three Bell Capital complements its private wealth management practice with a corporate retirement plan division that helps clients establish and manage 401(k), cash balance, and deferred comp plans.

Listed skills include Venture Capital, Asset Management, Portfolio Management, Start Ups, and 2 others.