Financial Consultant
.Women's Markets
Tax Efficient Planning
Young Families
Retirement Planning
No matter what your financial goals are, achieving them requires preparation.
My work emphasizes confidence, clarity, and alignment, not just performance. My team specializes in wealth building, tax planning strategies, strategic portfolio management, risk management, estate and legacy planning coordination. My practice is best suited for individuals and families, pre-retirees and retirees seeking a long-term strategic partner.
Serving Plymouth, Livonia, Canton, Lansing, Okemos, Haslett, Mason and many more.
Jon Choi, PhD
Director of Investment Operations
Bio
Jon has been with Thrivent since 2021 and has 24 years of experience in the financial industry. He is passionate about providing tailored financial guidance to our clients so they can focus on the most meaningful and enjoyable pursuits in their lives. He specializes in helping successful professionals and business owners implement wealth accumulation, retirement income, and estate planning strategies.
Prior to joining Thrivent, Jon was a financial advisor with Morgan Stanley and was in quantitative research and firm-wide trading risk teams at global hedge fund firms Citadel and Balyasny, developing expertise in investment portfolio construction and risk management.
In his free time, he enjoys playing golf and tennis, listening to his favorite rock musicians, exploring brewery scenes, and watching professional soccer and thriller movies.
- Bachelors of Chemistry, Western Michigan University
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Florida
- Georgia
- Michigan
- Nebraska
- New Jersey
Insights
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
