Jesse Bond

Bond Financial

Role
Principal at Bond Financial Pllc
Location
Seattle, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jesse Bond

At Bond Financial, Jesse Bond helps successful individuals and business owners take…

Experience

  1. Principal

    Bond Financial Pllc

    Jul 2003 — Present · Seattle, WA, US

    At Bond Financial, through Jesse Bond, we provide a broad range of financial services. Our primary focus is working with entrepreneurs looking to develop and execute an exit strategy as well as helping multi-generational family owned businesses with their business succession planning.

Education

  • St. Mary's College of California

    BS

    1996 — 2000

Skills

  • Strategic Planning
  • Small Business
  • Wealth
  • Asset Management
  • Financial Planning
  • Legacy Planning
  • Business Planning
  • Tax
  • Retirement Planning
  • Management
  • Finance
  • Asset Protection
  • Key Person Insurance
  • Analysis
  • Insurance
  • Retirement
  • Bonds
  • Leadership
  • Financial Services
  • Business Succession Planning
  • Wealth Preservation Planning
  • Wealth Transfer Strategies
  • Investments
  • Risk Management
  • Buy-Sell Agreements
  • Securities
  • Estate Planning
  • Public Speaking
  • Marketing
  • Strategy
  • Business Exit Strategy

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Jesse Bond — Principal at Bond Financial Pllc in Seattle, WA, US | Unifers