Jon Kovach

About Jon Kovach

Tech professionals are often surrounded by complexity: multiple equity grants, frequent job changes, evolving benefits, and a tax picture that gets more complicated every year. The result is that many highly capable people feel unsure about how all the pieces fit together into a coherent wealth strategy.After spending over 17 years in the tech world myself, I saw firsthand how often equity and cash compensation were left on autopilot. That realization led me to pivot into financial planning, where I now work with engineers, product leaders, and other tech professionals to help them turn their compensation into long-term, flexible wealth.Today at 1847Financial, my work focuses on:Designing strategies for stock options, RSUs, and ESPP that align with your risk tolerance and goals.Coordinating tax planning with CPAs so equity events and high income do not create avoidable surprises.Building an investment, savings, and protection framework that supports major milestones—whether that is early retirement, starting a company, or simply having more freedom in career decisions.Clients tend to work with me because they want a partner who understands both the tech environment and the financial side, and who can provide clear, actionable recommendations rather than jargon. The goal is simple: give you more confidence about where you are today and the path you are on.If you are a tech professional with questions about your equity, taxes, or overall financial plan, send a message or book a short introductory call.

Experience

1. Wealth Advisor

   1847financial

   Mar 2026 — Present · Los Angeles, CA, US

   Financial Planner | Holistic Wealth & Retirement Strategy Work with individuals and business owners to clarify financial goals and design strategies that integrate retirement planning, tax‑efficient investing, and risk management. Use RightCapital to model cash‑flow, retirement‑income scenarios, and long‑term wealth‑building approaches, then translate those models into actionable plans.Collaborate with clients throughout the full financial‑planning process—gathering information, analyzing trade‑offs, developing recommendations, and monitoring progress over time. Solutions may include investment portfolios, insurance‑based structures, and retirement‑income tools when appropriate, always aligned with the client’s broader objectives.Pursuing Certified Financial Planner (CFP) certification, with current experience focused on comprehensive planning for both individuals and business owners.

Education

• University of Pittsburgh

  Bachelor of Science in Business Administration, Finance, International Business

• The Hebrew University of Jerusalem

  Rothberg International, Middle East Business, Music, Archaeology

Skills

• Channel Sales
• Microsoft Word
• Lead Generation
• Proposal Writing
• Virtual Teams
• Go-to-Market Strategy
• Sales Operations
• Social Media
• Marketing Budget Management
• Demand Generation
• Social Media Marketing
• Strategic Alliances
• Sales
• Crm
• Management
• Enterprise Software
• Business Alliances
• Program Management
• Proposal Management
• Partner Management
• Microsoft Excel
• Strategic Partnerships
• Sales Enablement
• Customer Relationship Management (Crm)
• Business Development
• Software Industry