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Greg Jones, CFP®

Jones Wealth Advisors, LLC

3452 E Foothill Blvd
Ste 400
Pasadena, CA 91107
Phone: (626) 432-1600

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.