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Jon R. Theriault, MBA, CFP®, CKA®

R.S. Crum, Inc.


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Areas of Concentration

Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Legacy Planning, Life Transitions, Planning for Owners of Closely-Held Businesses, Planning for Couples, Real Estate, Retirement Planning, Sudden Wealth Management, Tax Planning, Wealth Management, Wealth Transfer, Women's Finances, Young Professionals

Office Location

R.S. Crum, Inc.
4 Upper Newport Plaza Drive
Suite 201
Newport Beach, CA 92660

Description

Jon Theriault is a Principal and Senior Wealth Manager with RS Crum, Inc., a fee-only RIA firm based in Newport Beach. Founded in 1976, RS Crum provides comprehensive investment management and financial planning services specializing in the needs of affluent individuals, families, business owners, busy professionals and those facing major life changes such as retirement, widowhood, or inheritance. Jon's vocational mission is to help people make sound financial decisions, accumulate and be good stewards of wealth, and otherwise pursue their life goals and God given purpose without the burden of financial stress.

Licensed in these states: CA

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