Jon LeBaron, CPWA®, CFP®, CIMA®, ChFC®, CLU®, AIF®, RMA®, MSFS
Jon P. LeBaron, CPWA®, CFP®, CIMA®, ChFC®, CLU®, AIF®, RMA®, MSFS
e-mail: jon@lebaronfinancialgroup.com
Born in Reed City, Michigan, Jon LeBaron graduated from the University of Michigan with a Bachelor of Arts degree in 1995 and the American College with a Master of Science in Financial Services degree in 2005. He began his practice in 1995. In 2015 Jon earned the Certified Private Wealth Advisor® designation. The CPWA® designation, delivered by the Investment & Wealth Institute® in partnership with The University of Chicago Booth School of Business, is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth. Jon is a CFP® practitioner or Certified Financial Planner™ practitioner. Jon LeBaron holds the CIMA® or Certified Investment Management Analyst® certification, administered by the Investment & Wealth Institute® and taught in conjunction with The University of Chicago Booth School of Business. Jon earned this certification in 2016. Additionally, Jon has earned the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. Jon obtained a Certificate in Retirement Planning from The Wharton School of Business at the University of Pennsylvania. Jon LeBaron earned the Retirement Management Advisor® certification in 2019. RMA® certification focuses on building custom retirement income plans to mitigate clients' risks and to master the retirement planning advisory process, all within an increasingly regulatory environment. Investment & Wealth Institute® awards RMA® certification. Jon LeBaron earned the Accredited Investment Fiduciary® Designation from the Center for Fiduciary Studies in 2017. The AIF® Designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Jon's wife, Dr. Tania LeBaron, is a family physician and partner at Cadillac Family Physicians, PC in Cadillac, Michigan. Jon and Tania reside in Reed City, Michigan.