Jon Bacon, CFP®

Wealth Advisor

Torrance, California

Contact Jon

Jon helps high earners and executives build a strong foundation for financial independence and a smooth transition into retirement. He also advises Millennials experiencing sudden wealth through equity compensation, inheritance, or settlements. His planning process begins with careful listening to understand each client’s priorities and goals.
Before joining EP Wealth, Jon served clients as a wealth advisor at an independent advisory firm. He earned a Bachelor of Arts degree in Political Science from the University of Colorado and holds the CERTIFIED FINANCIAL PLANNER™ designation.
Jon’s approach is practical, organized, and highly client specific. He focuses on prioritizing goals, sequencing action steps, and monitoring progress over time. He believes clarity and accountability create meaningful momentum.
Jon enjoys exploring California with his wife. Winters often mean skiing, while summers are spent at the beach with a good book—he’s an avid reader of non-fiction.

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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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