Jonathan Cruz

Financial Advisor

Jon Cruz is a Financial Advisor with Presidio Group Wealth Management, a premier practice skilled in Investment Management, Portfolio Construction, and Insurance. Presidio Group is a renowned practice in Tucson, Walnut Creek, and Chico, managing over $770 million1, with clients in over 40 states. The team provides comprehensive planning with combined experience of well over 100 years.

Jon is along time resident of the Bay Area, growing up in San Ramon and attending Cal State East Bay where he majored in Economics. Jon has had a successful career in management and sales. His most challenging and rewarding experience was as branch manager for Old Castle Construction where he successfully created and implemented the strategy to get them through the 2008 financial crisis. Before coming to Presidio Group, his most recent position was as a business consultant for Comcast Business in San Francisco.

Jon married his high school best friend, Alexa, in 2016 and they welcomed their twin boys, Xavian and Xander, in early 2019. They live in Dublin where you can often find them spending time with friends and family and on the weekends and they enjoy going to the Oakland zoo or having family picnics in the park. Jon is a long-time soccer fan and player and also enjoys playing and watching golf. Jon and Alexa are also avid “all-inclusive” vacationers and they recently took a vacation of lifetime to Bora Bora in Tahiti.

1 as of 6/24/2021

Areas of Specialty

  • Asset Management
  • 401K Advisory Services
  • Retirement Planning
  • College Education
  • Long Term Care Funding
  • Estate & Charitable Giving
  • Cash Flow Analysis
  • Succession Planning

Education & Credentials

  • BS: California State University East Bay
  • Registrations: Series 7, 66

Areas of Specialty

  • Asset Management
  • 401K Advisory Services
  • Retirement Planning
  • College Education
  • Long Term Care Funding
  • Estate & Charitable Giving
  • Cash Flow Analysis
  • Succession Planning

Education & Credentials

  • BS: California State University East Bay
  • Registrations: Series 7, 66
Jonathan and Alexa

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