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Jon Inzero

Financial Advisor

Innova Wealth Partners

United States, New York, New York

About Me

Jon Inzero, CFP® Jon is a financial advisor and planner at iNNOVA Wealth Partners. He is responsible for designing and implementing financial plans for the firm’s clients including cash flow analysis, budgeting, social security optimization, sustainable withdrawal rates, and coordinating liquidation strategies to maximize each client’s probability of a successful outcome. Jon holds a BBA in international business and finance from the Fox School of Business at Temple University. When he’s not working, Jon loves enjoying the great outdoors through backpacking, fishing, and cycling. Few people know that, in addition to being a passionate financial planner, Jon also studied Mandarin Chinese in b
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Profile Information

Financial Advisor

Innova Wealth Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

May 16, 2024

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