Mr. Jones entered the financial services industry in 1970 and has taught the subjects of tax management and financial strategy planning since 1974. He is a Certified Tax Coach™, Chairman of the Strategy Planning Professional Advisory Council, an alliance of Tax and Estate Planning Attorneys, CPAs, Real Estate and other financial professionals, and a member of the Planned Gift Development Committee for St. Mary’s Medical Center Foundation in Long Beach, CA. Mr. Jones is also a co-founder of the Aliso Viejo (CA) Chamber of Commerce, writes on tax planning issues and speaks extensively on this topic at public and trade association forums.
