About Jon

Jon Galvez is a financial advisor who believes lasting financial progress begins with education, trust, and consistent action. He was first introduced to the Finance Industry by a family mentor—an experience that revealed how little most people, himself included, truly understood about money. That realization sparked both a personal transformation and a professional mission: to help others gain the knowledge and tools they need to build a more secure future. 

With nearly 12 years of experience in the financial services industry, Jon focuses on helping individuals and small business owners create sustainable strategies for retirement, wealth building, and long-term planning. He holds a degree in Economics with a minor in Psychology from the University of California, Santa Cruz, and is currently licensed with Series 6, 63, and life and health insurance credentials. He is also working toward completing his Series 65 to expand the range of services he can provide. 

Jon takes pride in developing strong, trust-based relationships with his clients. He offers annual reviews and consistent communication—especially during times of market change—to ensure clients remain informed, empowered, and aligned with their goals. His approach is guided by values of integrity, service, and community, which shape every interaction and financial plan. 

He believes financial literacy is a form of stewardship and that true success comes when knowledge leads to action. His passion extends to underserved and multicultural communities, where he works to promote generational wealth through applied education and accessible planning. 

Outside of work, Jon enjoys biking along the Southern California coast, playing badminton, and learning pickleball. He also values time with family and friends and stays actively involved in his community and ministry. For Jon, financial advising is more than a profession—it’s a calling to serve others and help them achieve lasting financial confidence.