Jon Bacon

CFP®

EP Wealth Advisors

Vice President

Contact Me

Jon Bacon

CFP®

EP Wealth Advisors

Vice President

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Jon Bacon, CFP®

Contact Me

310-601-4346

Website

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Jon Bacon is a Torrance, CA fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jon Bacon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jon Bacon is a Vice President with EP Wealth Advisors. Emphasizing that all client situations are unique, he begins by listening to what is most important to each client, then works to organize and prioritize all the moving pieces into a comprehensive and actionable financial plan. Jon focuses on high earners and business executives looking to lay the proper foundation for financial independence and make the transition into retirement. He also assists Millennials experiencing sudden wealth through inheritance, stock options, and settlements. Jon’s interest in the stock market began as a child when he told his dad he was bored one day. His dad’s response was to toss over a Wall Street Journal Markets section and challenge him to be the first kid at school to make a million dollars. Although he didn’t become a millionaire that summer, the seed was planted for a lifelong fascination with the market and its incredible ability to generate wealth and prosperity. After the Global Financial Crises, Jon recognized how the traditional broker model of high commissions and complex products was waning in favor of a new model that focused on the well-being of the client and giving sound, fiduciary advice. He would embrace this approach in his role as a personal wealth advisor at Harris Financial Advisors, Inc. before joining EP Wealth. Jon holds a CERTIFIED FINANCIAL PLANNER™ designation and is a board member of the Financial Planning Association of Los Angeles. He graduated from the University of Colorado with a B.A. in Political Science. A self-described “non-fiction book nerd,” Jon enjoys exploring California with his wife, skiing in the winter and relaxing at the beach in summer with a chair and a book

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Professional Designations & Affiliations

Contact Jon Bacon

310-601-4346

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Office Locations:

  • 21515 Hawthorne Blvd.
    Suite 1030
    Torrance, CA 90505

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