Jon Bacon
CFP®
EP Wealth Advisors
Vice President
Jon Bacon
CFP®
EP Wealth Advisors
Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jon Bacon, CFP®
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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.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
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
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jon Bacon is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jon Bacon is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Jon Bacon is a Member and Treasurer of the Financial Planning Association of Los Angeles
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Jon Bacon is Quoted on creditcards.com: "Financial strategies if you’re self-employed"
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EP Wealth Advisors - Awards & Recognitions
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Free Webinars, Guides & Checklists from EP Wealth Advisors
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EP Wealth is Featured in InvestmentNews: "EP Wealth adds $535 million with Harris Financial acquisition"
Contact Jon Bacon
Office Locations:
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21515 Hawthorne Blvd.
Suite 1030
Torrance, CA 90505
