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


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

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.

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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


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