Jon Bock, CPA/PFS, Candidate for CFP® certification

FINANCIAL ADVISOR

From a young age, Jon’s love for numbers and reading fueled his fascination with the world of business. Jon is not your average financial professional. With his extensive knowledge and experience as a CPA/PFS, he is committed to making a positive impact on the well-being of his clients and helping them lead more fulfilling lives. 

After graduating from West Chester University, Jon’s entrepreneurial spirit could not be contained within the world of traditional accounting, so he left to focus on his real estate investments. After working through his own planning efforts, Jon had a calling to help other young professionals and real estate investors by utilizing and sharing his own lived experiences.  

Jon’s mission is crystal clear – to be a trusted advisor and advocate for his clients, guiding them through the complex landscape of financial decisions. He leverages his expertise to ensure that his clients are empowered to make informed choices and achieve their financial goals.

When Jon is not working, you can find him enjoying quality time with his wife, Catherine, and son, Ronan, in their Bryn Mawr home. Jon loves embarking on new adventures through travel, crafting homemade pizzas, sampling different beers and indulging in his passion for nonfiction books and documentaries.