Jon Lugo , CLTC®

Wealth Advisor

Jon, originally from Saratoga, CA and now a resident of Laguna Hills, has been happily married to his college sweetheart Christine since 2009. They are proud parents of Xavier (“X”), born in 2015, and Zane (“Ziggy”), born in 2021. They are an active family and enjoy spending time at Disneyland, Laguna Beach, and their neighborhood park.

The Lugo family is deeply involved in philanthropic work for Type One Diabetes, due to their son’s diagnosis in 2011. Jon has served as “Fund A Cure” Chair for JDRF and is currently an Executive Board Member for JRDF’s Dream Guild. The family is also active members of Mariners Church.

Jon has 10+ years of experience in the wealth management industry and he specializes in working with Silicon Valley tech professionals and families, as well as other professionals at publicly traded companies throughout the country. Jon’s passion is to help his clients prepare for the most exciting and challenging times in their lives while safeguarding their families, loved ones, and financial legacies.