Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Jonathan is an Associate based in the Silicon Valley office. He supports the office’s financial planning initiatives by using software to build models of a client’s financial picture and run projections of its long term outlook.
Prior to joining Cerity Partners, Jonathan was a Financial Planning Intern for B|O|S.
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