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Jon Courtney
Business Name:
Village Wealth Advisors
Business Description:
Boutique Financial Planning and Wealth Management Firm
How Business Creates Value:
Preserving and growing wealth across generations requires planning, unbiased advice, and highly disciplined investing. We work in concert with our clients' advisors to manage their complex issues.
How Member Creates Value:
It isn't enough to simply manage investments anymore. Adding value as a Wealth Advisor and Financial Planner means taking responsibility for my clients' financial success. That is my passion.

Financial Planning and Wealth Management

I deliver a very proactive and structured Financial Planning experience for families. My services are available for a flat fee or included as part of a Wealth Management program. I developed my cutting edge 6 step Financial Planning process over a decade. It is designed to fully integrate a family's Attorney, CPA, Banker, Bookkeeper, and Insurance Agent delivering an experience rich with the best advice from all disciplines. My clients tell me that after working together they feel confidence and piece of mind in their family's financial future.

My Passion for Planning

I've known that this was the career I wanted since my second year studying at USC. Now after almost two decades of hard work, creativity, innovation, and passionate pursuit of my dreams, I am exactly where I always wanted to be in my career. I work with wonderful families who trust me to give them independent and objective advice about every aspect of their financial lives. There are many investment advisors out there, but what makes me stand apart from the rest is my commitment to deliver more than just great investment performance. My goal with every client is to proactively advise them throughout their lives, so that they can have the confidence to live the richest retirement possible with the piece of mind that they won't run out of money.


  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Social Security
  • Budgeting
  • Trusts and Wills
  • Life Insurance
  • Annuities
  • Long Term Care Insurance
  • Index Funds


  • Certified Financial Planner
  • Masters of Busienss in Financial Planning
  • Series 7
  • CA Life and Health Insurance License
  • Bachelors Degree in Economics


  • 2012 - Senior Wealth Advisor - Alexandria Capital
  • 2010 - Senior Financial Planner - Summit Wealth Management
  • 2008 - Financial Planner - Glen Janken Estate and Financial Planning
  • 2006 - Financial Planner - Glowacki Group
  • 1999 - Financial Advisor - Bank of America
  • 2014 - Partner and Financial Planner - Avalan Wealth Management
  • 2016 - Financial Planner - Village Wealth Advisors


  • English