Jon Green (CFP®, CPA/PFS, JD, MBA)

Jon Green focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Social Security Strategies to optimize retirement benefits. Investment Management for ERISA Retirement and Profit Sharing Plans. Advise trustees of ERISA retirement plans.

NAPFA Start Date

July 07, 2008


This Office

10 Encompass Plz E P. O. Box 88 Brevard, NC 28712-7950 Phone: (828) 884-8840 Fax: (828) 884-8850