Jon Hsu

Wealth Management Specialist
Jon Hsu

Jon Hsu started his career as an engineer, first developing software for embedded systems, then studying alternative energy technologies. Over time, he discovered a passion for personal finance. Before joining Griffin Black, he assisted individuals both as a tax preparer and as a professional credit counselor, helping individuals get better control over money in their lives.

Professional Degrees & Credentials

  • MS, Financial Planning, Golden Gate University
  • BS, Electrical and Computer Engineering, Rice University
  • BA, Computer Science and Mathematics, Rice University
  • Certified Financial Planner® (CFP®) Professional
  • Certified Investment Management Analyst® (CIMA®) certification

Personal

I grew up in Denver, Colorado and I’m a big fan of Colorado sports teams. I also enjoy several unconventional hobbies — like Ultimate Frisbee, astronomy, and strategy board games.

I am also committed to community service. On average, I have spent over 100 hours per year doing volunteer work in personal finance, education, wildlife care, and supporting the environment.

Jon's Recent Posts

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The American Rescue Plan was signed into law on March 11 and there are several provisions that create tax planning opportunities. Here is a review of the most significant provisions for individuals.

Let’s Get Acquainted

What can we help you find?

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending

NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications