Jon Mulligan

Background

About Jon Mulligan

As a Financial Advisor based in upstate New York, I have completed all the necessary licensing exams (SIE, Series 7, Series 66) and hold a NY Insurance Producers license. In May of 2023, I was promoted to a Financial Advisor within my company, where I've been working on prospecting and building my client base with the help of my mentor, Justin Spraker. My main goals as a Financial Advisor are to help clients going through big changes in their lives as well as navigating the complex world of personal finance. Whether you're starting a business, getting married, graduating college and paying off student debt, or buying a house, these situations can come with a slew of tricky financial considerations that you may not even know exist. That's where I come in: I see my role as a coach, helping you achieve higher levels of financial success. In addition to my licensing and experience as a Financial Advisor, I'm also working on my CFP (Certified Financial Planner) education requirement and plan to sit for the board exam in March of 2024. I'm passionate about helping people understand and manage their finances, and I believe that the CFP designation will enable me to better serve my clients and provide them with the highest level of expertise and guidance. Outside of work, I have experience coaching youth baseball for nearly 5 years, which has taught me the importance of patience, communication, and building strong relationships. These skills have translated well to my work as a Financial Advisor, where I strive to create a supportive and collaborative environment with my clients. If you're looking for a Financial Advisor who can help you navigate life's biggest financial challenges, I would be honored to be your coach and guide. Please don't hesitate to reach out if you have any questions or would like to learn more about my services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.