2555 E. Cinnabar Ln.

Cottonwood Heights




Financial Advisor


Estate Planning, Financial, Insurance, Other

About Me
Workshops Offered

Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt

Jonathan has been in the financial services industry for over 23 years. He is an Accredited Investment Fiduciary (AIF) and Investment Advisor Representative (IAR) assisting clients with investment, retirement, wealth, tax and legacy planning solutions. He loves teaching and helping people plan and prepare so as to more fully enjoy the abundance that life offers. He enjoys family activities with his 7 children and 3 grandchildren.

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© 2020 The Society for Financial Awareness   

3914 Murphy Canyon Rd Ste A125

San Diego, CA 92123

(858) 268-7092