Jon Courtney

Jon Courtney is a seasoned financial planner with extensive experience in wealth management, primarily serving retired or near-retired families in Southern California, particularly in Los Angeles and Ventura counties. Currently positioned at Village Wealth Advisors since September 2018, Jon's expertise integrates modern portfolio theory, behavioral finance, and technology-driven budgeting solutions tailored for active seniors. Previously, Jon held roles as Financial Planner and Partner at Avalan Wealth Management, Senior Financial Planner at Alexandria Capital, and Summit Wealth Management, among other positions in the financial services industry. Educationally, Jon holds an MBA in Financial Planning from California Lutheran University and a BA in Economics from the University of Southern California.