Sacramento Wealth Advisor
Jonathan, Sacramento Wealth Advisor, has well over a decade of experience in the financial services industry and serves a clientele which includes private fiduciaries, successful professionals and their families, non-profit organizations and corporations. Prior to joining Towerpoint Wealth, Jonathan built a successful wealth advisory practice at Wells Fargo Advisors where he worked for 6 years. He also previously worked for First Citizens Bank where he gained experience in managing complex financial relationships. Jonathan earned his B.S. in Business Administration with a concentration in Finance from California State University at Sacramento and his M.B.A. from Drexel University’s LeBow College of Business.
Jonathan is guided by a set of core principles; he acts only in the best interest of his clients by providing objective and multi-faceted financial advice that is tailored to each client’s needs. Jonathan maintains the highest level of ethical and professional standards. He uses a transparent, straightforward approach to investing that begins with listening, which allows him to discern the client’s personal, business and philanthropic priorities. He then recommends a customized financial and investment strategy to address the client’s goals. Whether the outcome requires complex estate planning paired with tax management strategies, retirement plan analysis, investment related probate polices or wealth transfer strategies, Jonathan has the knowledge and experience to help achieve the right balance of risk and return for his clients.
In his free time, Jonathan enjoys spending time outside on the golf course as well as weekend getaways with his partner, Katie. The couple are unabashed “foodies,” and are often caught preparing delicious meals in their kitchen for their family and friends. Being a Sacramento native, Jonathan is a fan of Kings basketball and Giants baseball.