Jon Salvato, CFP®, is a Financial Consultant with Diamond Client Group (DCG).

Before joining DCG, Jon worked for 21 years as a client-facing financial advisor, assisting individuals and business owners in reaching their financial objectives. Throughout his career, Jon has specialized in identifying financial issues and implementing financial solutions, working with both large financial service firms and small family offices. During this time, he has collaborated with numerous companies and high-net-worth individuals, employing targeted strategies for tax planning, estate planning, employer benefits, social security, and Medicare.

Originally from Texas, Jon graduated from Texas A&M University in 2002 and has since lived and worked in various locations across the United States, including Houston, Washington DC, Chicago, and Portland. This diverse experience working with clients nationwide has given him valuable insight into a wide range of financial scenarios.

Jon is an associate of DCG, holds his Series 66 – Uniform Combined State Law Examination, Life & Health Insurance License, and is a Certified Financial Planner™.