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.
“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.
California Insurance License #: 0K46526