Jon Bebe
Retirement Consultant
Jon Bebe is a retirement consultant for Retirement Benefits Group, one of the country’s leading retirement plan consulting firms. Jon’s goal is to collaboratively craft unique retirement plan solutions for small businesses and corporations. This includes reviewing existing retirement strategies including 401(k), 403(b), Deferred Compensation or other retirement/pension plans as well as working with plan sponsors and business owners to implement new plans.
He can trace back his passion for planning for the success of small businesses to over ten years ago as he has been an integral part of planning and launching companies in the retail consumer, technology, and advertising industries. He is deeply involved in the business community in the Northwest and is a frequent speaker at events educating attendees about the importance of retirement planning. Jon is also listed as one of the preferred retirement consultants for multiple associations in Portland and SW Washington.
Interests
Jon serves on multiple non-profit boards focusing around cancer research, education, and small business advocacy. Jon, his wife and son enjoy the outdoor lifestyle the NW has to offer including: camping, hiking, skiing/snowboarding, trail running and surfing.
Education
Jon earned his BS at Willamette University and his MS in Counseling Psychology at Portland State.
Specialty
Retirement Plans
FINRA BrokerCheck
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.