CLIENTS

Our Team

Jongdai (Jon) Park, CLU®, CAP®, AEP®

Partner, Director of Financial Planning / Financial Advisor

As a Partner and Director of Financial Planning at Beauport Financial Services, LLC, I lead our financial planning team and develop customized strategies around each client’s goals and circumstances. I also oversee the firm’s investment and life insurance new business teams.

With more than 20 years of experience, I hold the Chartered Life Underwriter®, Chartered Advisor in Philanthropy®, and Accredited Estate Planner® designations. Through the CLU®, I bring advanced expertise in life insurance, risk management, and estate planning strategies for individuals and businesses. The CAP® expands that expertise to philanthropic planning, helping clients align charitable strategies with their financial goals, personal values, and desired legacy. The AEP®, a graduate-level specialization, brings it all together and reflects my education, knowledge, experience, and ethical commitment within the multidisciplinary field of estate planning and my ability to coordinate financial, legal, tax, and trust professionals around each client’s needs.

I also hold FINRA Series 6, 7, 63, and 65 registrations and insurance licenses. Drawing on my technology experience, I oversee Beauport’s financial technology platform and help ensure our team has the tools to deliver an efficient, coordinated client experience.

Education

  • Gordon College Faith & Financial Forum, Board of Advisors past member
  • The American College of Financial Services — CLU®, CAP®, King of Prussia, PA

Professional Associations & Philanthropy

  • Gordon College Faith & Financial Forum, past member of the Board of Advisors
  • North Shore YMCA, past member of the Corporate Board of Directors
  • Greater Beverly YMCA, past member of the Board of Directors

Away From the Office

My wife, Brooke, and I live on the North Shore and are always on our toes raising two children, Elias and Renee. When not in the office, you can find me out on the ocean trying to land my next keeper or at the beaches (unlike the beaches I grew up on in Hawaii) spending quality time with friends and family.

Favorite Quote

“A long, healthy, and happy life is the result of making contributions, of having meaningful projects that are personally exciting and contribute to and bless the lives of others.”

—Stephen R. Covey

Jongdai (Jon) Park, CLU®, CAP®, AEP®

Partner, Director of Financial Planning
Financial Advisor

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