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Jonathan Bartfeld

Jonathan Bartfeld

Senior Associate

Sonoma

Client Advisory

Biography

Jonathan is a Senior Associate in the Sonoma office. He is a member of the Wealth Management practice, providing advice, planning, and portfolio management for clients.

Prior to joining Cerity Partners, Jonathan worked at West Coast Financial as a an Analyst. Professionally, Jonathan has a special interest in equity compensation, retirement planning, and estate planning.

In his spare time, Jonathan enjoys making and blind tasting wine with his fiancé, skiing in Tahoe, and hiking throughout California and around the world.

Learn more about my practice.

Education

  • B.S. from Skidmore College

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.