Jon Forbes

CFP®

Petra Financial Advisors

President

Jon Forbes

CFP®

Petra Financial Advisors

President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jon Forbes, CFP®

719-636-9000

Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country

Meet Jon Forbes

Financial planning is a process, not a one-time activity. To do it well, we need to learn your story – where you’ve been, where you are, and where you’d like to be going. Learning your story and working with you to turn that desired future into present reality is one of my central roles at Petra and the reason I love this work.

It is a blessing to be a part of this team at Petra. More than simply say we’re a team, we operate as one. Although you will work primarily with one or two of us, we bring our individual expertise to collectively serve our clients, whether behind the scenes or to the table. This allows our clients access to the resource they need to best resolve the issue at hand.

I am available by phone at the office or email at jon@petrafinancial.com.

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

Contact Jon Forbes

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Office Locations:

  • 2 N. Nevada Ave
    Suite 1300
    Colorado Springs, CO 80903

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