Simplified Financial Advice.

About Jonathan


Jonathan strives to provide the type of service to clients that he would like to receive for him and his family. An educator at heart, his experience within the financial services industry helps make him an efficient and friendly Associate Wealth Advisor.

A cum laude graduate of California State University Fullerton with a degree in International Business Management, Jonathan started his financial services career as a teller. In his role as a teller, he discovered his passion for assisting clients in pursuit of their financial goals. 

Outside of the office, Jonathan enjoys working out and spending time with friends. He also likes pursuing new knowledge and gaining new skills.