Jonathan Zollo, CFP
Financial Advisor
Retirement Planning Specialist
Jonathan has been a financial professional since 1996 and has helped numerous individuals and small business owners manage their financial well-being.
His education includes a Bachelor of Arts in Finance, from the University of South Florida College of Business Administration.
He holds FINRA Series 7, 6, and 66 registrations, as well as Life and Health licenses. Furthermore, he has achieved accreditations:
- CERTIFIED FINANCIAL PLANNER ™ professional
- Retirement Planning Specialist - Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Jonathan is actively involved in his community mentoring students at Tarpon Springs Leadership and Music Conservatory. I am a consummate “Foodie”, married to my high school sweetheart, and have two awesome children.
Vision:
“My goal is to provide individuals and business owners with comprehensive investment, insurance, and asset preservation services. Our integrated planning program helps offer balanced and flexible strategies designed to suit your circumstances and objectives. Each financial instrument is part of a well–conceived plan aimed to help you achieve optimum performance and exceptional value.”
Jonathan is equipped to assist in various areas of financial management, including:
- Investment Services
- Retirement Planning
- Estate Strategies
- Life insurance
- Long-term care insurance
- College planning
Moreover, Jonathan is particularly experienced at helping owners of closely held businesses with succession planning, asset protection strategies, cost-effective employee benefits and supplemental retirement plans.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
California Insurance License #: 0K46526
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.