Meet Jon

Jon M. Stamberger, CFP^®, CLU^®, ChFC^®, CASL^®, RICP^®, MBA

I’m a CERTIFIED FINANCIAL PLANNER™ and Investment Adviser Representative with Eagle Strategies LLC. I started my practice in 2003 and I truly love what I do!

Many people wonder why I do what I do. After a 12-year marketing career mostly with financial services companies, I began to feel I’d enjoy working with the clients of those companies so much more. I saw so many mistakes people made in their financial lives and the damage it caused to them and their families. I knew I could make a difference.

Today I help people take control of their financial goals and build plans to retire on their terms. My clients value the advice and information I share with them but more importantly they value the relationship they have with me. We’re friends! I know them. We get know each other. Many of them feel like they’re my only client because of the level of care and service they receive from me. That’s what I shoot for every day.

Personally, I’m a 6th generation Clevelander who grew up in small-town Newbury, Ohio. I have two degrees from Cleveland’s own Case Western Reserve University (a B.S. in Management Science and an MBA). While finishing that MBA, I met my wife Sue in a golf league. Our first date was at a Cleveland Indians game. We live east of Cleveland in Concord Township, Ohio. Our son Derek is a Miami University graduate and lives in North Carolina.

We’re a family of golfers and have played some great courses through the years including Pebble Beach, Kapalua’s Plantation Course and TPC Sawgrass. We’re also long-time Cleveland baseball fans who are still searching for that elusive World Series championship!

That’s a little about me. I hope we can get to know each other soon.