Jon Pinckney

About Jon Pinckney

Focus I deliver investment expertise and innovative planning for high net worth clients, business owners and retirees. In depth conversations about what is meaningful to you along with appropriate education and guidance is vital to formulating a successful relationship and plan. I seek to reduce stress and provide clarity and balance helping you to appreciate a healthier and more fulfilling lifestyle. Process Every client is unique in what is important to them and the solutions I provide. Based on personal need, I will assemble and manage a team of professionals that can assist you in all aspects of your financial needs. I am always accessible, making sure you are well informed at all times. Background I am now in the prime of my career after starting with Salomon Smith Barney in 1998. I am experienced enough to have guided clients thru the market corrections of 2001 and 2008 but still young enough to work with you for a long time. I love the daily interactions with my clients who all have different personalities and life experiences. To listen, engage, and guide them on a regular basis is what I enjoy most about my work. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use by residents of AZ, CA, ID, MA, NV, SD, VA, WA, and WY only CA Insurance License # 0C67313 Please contact me by e-mail j••••••••@miramontescapital.com or by Phone 94••••••06.

Experience

1. Senior Financial Advisor

   Miramontes Capital

   Sep 2019 — Present · Newport Beach, CA, US