Jonathan H. Loer, CFP®
Co-founder and Chief Planning Officer
Jonathan Loer is a retirement income expert and a Certified Financial Planner™ who has been creating thoughtful and comprehensive financial plans for clients throughout his career. He understands that the transition from work into retirement can feel overwhelming, with countless moving parts and complex decisions to make. Jon specializes in bringing clarity to this stage of life by assembling all the financial pieces into a cohesive plan—helping clients solve their “income puzzle.” As an independent advisor with Renaissance Wealth Advisors®, he has the flexibility to design customized strategies tailored to both immediate cash-flow needs and long-term income security. This independence allows Jon to provide truly personalized solutions, ensuring that clients can confidently navigate retirement with a plan that supports both their present lifestyle and future goals.
Jon graduated from Purdue University and received a Certificate of Financial Planning through Boston University. He is a current Certified Financial Planner (CFP®), a member of the Financial Planning Association (FPA).
When he’s not helping clients exceed their financial goals, Jon enjoys spending time with his family and competing in Ironman competitions. He has completed 4 Ironman triathlons over the last 15 years and believes that physical well being is as crucial for life as well as financial well being.