Jon Paul Espinoza in

Jon Paul Espinoza

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Co-Founder at Truvent Capital
📍 Albuquerque-Santa Fe Metropolitan Area, United States

Jon Paul Espinoza is the Co-Founder of Truvent Capital, where he helps high-net-worth founders manage their wealth. His expertise is built on a long career with New York Life Insurance Company, and he holds multiple FINRA licenses. People who have worked with him describe him as passionate, professional, and a person of integrity.

His career in finance is driven by a childhood promise to his family to never be at the mercy of money after his mothers cancer diagnosis led to financial hardship. He is also involved in his community, serving as a director for the New Mexico Philharmonic and being a member of the Albuquerque Hispano Chamber of Commerce.

At nine years old, after his family lost their house due to his mothers medical bills, he vowed his family would never struggle with money again.

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Experience
23 Years
Current Role
Co-Founder
Job Level
Leadership
Location
Albuquerque-Santa Fe Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jon cares about

Generational Wealth
As Co-Founder of Truvent Capital, his work focuses on building, protecting, and perpetuating generational wealth for 7–8 figure founders.
Retirement Income
His professional focus is turning illiquid business wealth into tax-efficient, controllable retirement income for his clients.
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Career

Work history

10-2025
Co-Founder
Truvent Capital
5-2015 - 11-2025
Managing Partner - New Mexico General Office
New York Life Insurance Company
9-2014 - 5-2015
Senior Partner - Houston General Office
New York Life Insurance Company
6-2011 - 9-2014
Partner - Houston General Office
New York Life Insurance Company
9-2009 - 8-2011
Vice President
Wealth Design Group
In the press

Media appearances

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Education
2002 - 2004
LUTCF Designation
The American College of Financial Services
Education details unavailable
New Mexico State University
Wealth Management Certified Professional (WMCP)
The American College of Financial Services
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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