Jon Halvorson, CFP

Financial Advisor

Jon began his career in financial services in 2005 and provides objective investment management specializing in retirement distribution planning and analysis. 

To further enhance his area of specialty, Jon has attained two important designations in the financial services industry:

  • “National Social Security Certificate Holder” - an advanced certification for helping individuals and couples improve their financial security during retirement years through maximization of Social Security benefits.   
  • “Certified Financial Planner Professional” (CFP) – A designation issued by an independent board for financial planning.  The CFP is widely considered to be a very prestigious and important designation in the industry for advisors who offer comprehensive financial planning advice and services.

Jon strives to provide objective investment management and financial planning for his clients. In working with clients, Jon builds comprehensive financial projections and retirement income plans to better prepare clients to fully enjoy “the golden years”.

Phone 763-591-4477