Jon Owens, CFP®, CEPA®, AIF®, NQPC™, AEP®

Jon is a third-generation financial planner passionate about helping individuals, families, and business owners live financially confident lives. Whether you're saving for college, preparing for retirement, or navigating a business transition, he specializes in crafting personalized, tax-efficient strategies to help you build and preserve wealth across generations.

He partners closely with:
- Affluent families on investment, retirement, tax and estate planning
- Retirees looking to maximize income, social security, and legacy
- Young professionals to develop smart, scalable wealth accumulation plans
- Business owners to plan for succession, protect assets, and reduce taxes

As a Certified Financial Planner™ (CFP®) professional, his mission is to empower clients with clarity, confidence, and a comprehensive plan. He's helped hundreds of clients navigate market volatility, manage college costs, prepare heirs for inheritance, and live with purpose and peace of mind.

Jon is committed to achieving client excellence and it reflects through his credentials, licensing, continuing education, membership/association involvement and accomplishments:

Qualifications

• CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards
• Licensed Life Insurance Consultant
• Accredited Investment Fiduciary®, Center for Fiduciary Studies
• Certified Exit Planning Advisor®, Exit Planning Institute
• Nonqualified Plan Consultant, National Association of Plan Advisors
• Accredited Estate Planner®, National Association of Estate Planners & Councils
• FINRA- Series 6, 7, 63, and 65
• Life, Disability, Health, and Long Term Care Insurance Producer Licenses
• Bachelor of Science, Business, Linfield College, McMinnville, Oregon

Memberships/Associations

• Million Dollar Round Table (MDRT)
• Spokane Estate Planning Council
• EntreLeadership
• SmartVestor Pro

Accomplishments

• Osaic Odyssey Qualifier
• Achieving Client Excellence Award- John Hancock Financial Network
• Qualifying & Life Member, Court of the Table & Top of the Table Qualifier- MDRT

_{Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated with Osaic Wealth and are not sponsored or endorsed by Osaic Wealth.}

_{Jon earned the 2025 and 2026 Osaic Odyssey award, based on the previous calendar year.  This is an internal Osaic acknowledgement that recognized financial professionals within the firm.  Qualification is based on minimium production and investable asset requirements.}