Walnut Creek, California Office
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Jonathan works with affluent families in the greater Bay Area who seek clarity on what retirement means and how to get there. Many of these individuals and couples are professionals at the height of their careers, juggling the responsibilities of work and family with minimal time to address their finances. Jonathan approaches retirement planning through an assessment of an individual or family’s current financial circumstances and understanding of their future aspirations such that a plan can be put together to meet their unique financial needs.
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Jonathan has more than 15 years of financial services experience. He joined EP Wealth Advisors through a merger with Personal Financial Consultants, Inc. and has held several other positions within the industry.
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Jonathan is a graduate of the College of Financial Planning, earning an M.S. in Personal Financial Planning, and the University of Southern Maine, earning a B.A. in Political Science. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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Jonathan enjoys hiking, traveling, and spending time with his wife and two young sons.
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