Jon is a long-time advocate of simple, low-cost investing. His master’s thesis showed how university endowments can generate more wealth (and take on less risk) by using passive index funds. Jon’s other research has been published in the peer-reviewed Financial Planning Association’s Journal of Financial Planning. Jon has had the fortune of presenting his research to advisors across the country.
For his contribution to the industry, Jon has been recognized as one of the financial planning industry’s top young advisors by InvestmentNews magazine. Jon has been featured in consumer-facing and advisor-facing publications, including the New York Times and Michael Kitces’ blog, Nerd’s Eye View.
In 2019, Jon and his wife Lien dedicated one full year to travel. The two started their adventure by taking four months to convert a cargo van into their home on wheels. They proceeded to spend several months traversing the western United States and Mexico. Lien documented their adventure on her blog.
Jon provides pro-bono financial planning to low-income households with the San Diego Financial Literacy Center, a 501(c)3 organization. He also volunteers with Second Chance Dog Rescue and Four Paws Dog Rescue.