Client Advisory

Biography

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.

Education

  • Bachelor's degree in Business Administration with a concentration in Financial Management from California Polytechnic State University | San Luis Obispo

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By clicking “Submit”, 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.