Jon Owens, CFP®

I’m a third-generation financial planner passionate about helping individuals, families, and business owners live financially confident lives. I partner closely with:

- High-net-worth families on investment, retirement, 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
- Real estate investors seeking to optimize tax strategies, cash flow, and legacy planning

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

For full disclosure, please visit our website at www.bpgnetwork.com