Jon Theriault
CFP®, CKA®, MBA
RS Crum Inc.
Financial Advisor
Jon Theriault
CFP®, CKA®, MBA
RS Crum Inc.
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jon Theriault, CFP®, CKA®, MBA
Fee-Only financial planner located in Newport Beach, CA, serving clients locally and across the country
Jon Theriault is a co-owner of RS Crum and serves as Senior Financial Advisor to many of the firm’s clients.
Jon joined RS Crum in 2008 after 13 years of providing specialized financial advisory services to business owners, including running his own mergers and acquisitions firm. As a result, he has a unique understanding of the emotional and complex decisions that impact business owners and families as they contemplate major transitional events.
Mr. Theriault is a Certified Financial Planner (CFP®) as well as a Certified Kingdom Advisor (CKA®), the latter of which aligns with his passion for providing biblically wise financial advice. He is also a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and is a Charter Board Member of The Center for Investment and Wealth Management (CIWM) at UC Irvine.
Jon regularly volunteers his time to provide personal financial advice through his local schools and community. He is currently serving on the Board of Directors for the Los Alamitos Education Foundation (LAEF). Jon holds a Bachelor of Science in Business Administration from the University of Arizona and an MBA in Finance from Pepperdine University.
Jon lives in Seal Beach with his wife and three children. He enjoys playing golf and supporting local youth sports teams, where he has served as a coach for many years. With their kids getting a bit older, the Theriault family is planning to travel as much as they possibly can knowing college is right around the corner.
Jon Theriault is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
RS Crum’s mission is to help people make sound financial decisions, accumulate and preserve wealth, and otherwise pursue their life goals without the burden of financial stress.
Our History
The RS Crum story goes back to 1976 when our founder, Richard S. Crum, established one of the first fee-only financial advisory firms in the country, which was an innovative and bold move given the commission-fueled world of investments that was prevalent at the time. Mr. Crum was on to something special and today, over 40 years later, RS Crum’s commitment to providing objective, professional financial advice has never wavered.
Over the years we have worked hard to build an environment that is both flexible and comfortable for our clients while maintaining a high priority on the details. We have grown as a result, but have done so carefully to make sure we have the right people in place to deliver an exceptional and highly personalized wealth management experience.
Based in Newport Beach, California, R.S. Crum, Inc. is an independent Registered Investment Advisor. With nearly $400 million in assets under management, RS Crum is regulated by the Securities and Exchange Commission.
Our Values
Values are something we take very seriously. They drive how we treat our clients, how we treat our staff, and how we live our lives. The values listed below are just words unless carried out through our daily actions, but we can proudly say our firm has been built around these same core values for over 40 years and it is our intention to guard them closely into the future.
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 Theriault is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jon Theriault 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 Theriault 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 Theriault is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
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Jon Theriault is Mentioned on FinancialAdvisorIQ: "The Career-Shaping Impact of Mentors, Part 2"
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Jon Theriault is a Member of the Exit Planning Institute of Orange County
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Jon Theriault is a Charter Board Member of The Center for Investment and Wealth Management at UC Irvine
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Jon Theriault Serves as Treasurer of the Board of Directors for Los Alamitos Education Foundation
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Jon Theriault is Quoted in Investor's Business Daily: "You're Hired! Advisors Outsource Recruiting To Find Top Candidates"
Contact Jon Theriault
Office Locations:
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4 Upper Newport Plaza Drive
Suite 201
Newport Beach, CA 92660
