Who is Jon Park?

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I was born and raised in Reno, NV, growing up on a cattle ranch in the beautiful Carson Valley. I attended Douglas High School before pursuing higher education at the University of Nevada Reno. During my time there, I was honored to serve as the chapter President of the campus Alpha Tau Omega Fraternity and actively participated in various other campus organizations. I graduated with a Bachelor of Science Degree in Agricultural Economics with distinction. After college, I married my college sweetheart Molly, and we’ve been happily married for 27 years. My journey as a Financial Advisor began at Dean Witter in Carson City, and I’ve been in the industry since 1998, accumulating over twenty-five years of experience. Despite residing in Reno now, I still cherish my ranching roots.

Proud

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What I’m most proud of is my ability to blend 30 years of business acumen with over 25 years of financial advising to offer my clients a unique and comprehensive perspective when it comes to financial advice. I strongly believe in the importance of trust and honesty in all communications with my clients.

Responsibilities

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My areas of expertise include advising individuals on cash management, retirement planning, tax-efficient portfolio design, portfolio management, and college planning, among others. I also provide guidance to businesses on cash management, retirement plan design, and tax-free/tax-efficient investing. Additionally, I hold a life insurance license, enabling me to assist with life insurance needs for individuals, including buy/sell life insurance for business owners. I emphasize that financial planning is an ongoing process requiring continuous oversight and consistent communication with my clients.

Life Pride/Accomplishments

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On a personal note, I have a daughter named Brooke and a son named Austin (1994-2008). Balancing my work and family life is something I take pride in.

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