Management
Email: info@seneschaladvisors.com
Jon Duncan CFP®
Jon Duncan is the founder and Managing Member of Seneschal Advisors LLC. With over 30 years of financial industry experience he brings extensive practical knowledge and understanding of finance and investments to his clients.
Jon founded Seneschal Advisors on the principle that has guided his own approach to wealth management. “I believe that wealth when connected to purpose is the way to a better world. Money connected with purpose equals making a difference in the world. Making a difference in the world, in turn, addresses our innate need to seek the best and highest good in ourselves.”
When working with clients and their families, Jon emphasizes the need to clarify values and objectives. He listens deeply and works collaboratively with clients and their other professional advisors to develop and implement comprehensive, integrated life plans that reflect clients’ values and most important life goals.
Professional Credentials
CERTIFIED FINANCIAL PLANNER™
Member, Financial Planning Association
Education
Claremont McKenna College with his B. A. in economics in 1970, cum laude
University of California, Berkeley, Master of Business Administration
Career Highlights
Director, Wealth Management; RSM McGladrey, Inc., Tacoma, WA
Personal Financial Advisor; J. Duncan & Associates, P. S., Tacoma, WA
Consultant, The Rainier Group, Seattle, WA
Sr. Vice President/Chief Financial Officer; United Bank, Tacoma, WA
Articles
The do's and don'ts of "inheritance conversations" with adult children.
A look at estate plans and what makes a plan successful.
Tips on how to mentor children about money using age appropriate experiences
Adding family values to wealth in estate planning.
An analysis of the 2007 Market by Jon Duncan, CFP.
The questions you ask will determine where you will end up.
A look into how we make decisions regarding risk.
How to make your retirement count.
Advice on how to make the best out of your inheritance.
A look at Third Quarter Investments by Jon M. Duncan, CFP
Research tied to info stated regarding stock market trends.
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