ÂÜÀòÂÒÂ×

Jon Teran is a CERTIFIED FINANCIAL PLANNERâ„¢ with over two decades of experience in wealth management. As a Director and Wealth Advisor at Lido, Jon works with high-net-worth individuals and families, businesses, and non-profits. Prior to joining Lido, Jon helped start and run a private boutique wealth firm in Los Angeles where he was involved in all aspects of the client relationships. In his career, Jon has spoken on a broad range of financial planning topics in college and high school classrooms, churches, government organizations, and professional groups such as the California Society of CPAs. Jon is the president elect of the Financial Planning Association of the San Gabriel Valley, a member of the Estate Planning Council, and a member of Rotary International.