Jeremy Pond, CFP^®

How do you help our clients live a richer life?
As cliché as it sounds, “money can’t buy you happiness” is a true statement. What it can do, however, is afford you the freedom to spend more time doing the things that make you happy. As part of the Brighton Jones Personal CFO team, I partner with clients to help define what that happiness looks like to them. We then create and implement a plan to get them there in the most efficient way possible. When our clients have true peace of mind surrounding their finances and, in turn, the confidence to spend more time doing the things they love—that’s when I know we are helping them live a richer life.

How do I align my time and money with my values and passions to Live a Richer Life?
My free time is often spent exploring the Bay Area for the best in food and beverage. I love seeking out the best version of a dish, learning what makes it so great, and ultimately trying to recreate my version at home. Sharing this with friends and family fills my cup as it relates to my core values: curiosity, creativity, and deep connections. I draw a lot of parallels in this to my daily work as an advisor – where I get to seek out the best possible solutions for my clients while building meaningful relationships with them and their families.