Since 2008, Jonathan has been passionate about building trusting relationships with Members to help them reach their financial goals. He believes that financial plans should be built with a specific objective in mind, like living comfortably in retirement, saving for college, or buying a house.
He explains starting with a goal in mind can create a clear roadmap for success. "Everyone's future goals are unique and their plans should be too. I like helping each Member I work with create a picture in their mind about what financial success looks like to them. Then I design a personalized savings plan to help them turn their picture into a reality."
Jonathan is a fully registered and licensed investment and retirement planning professional. He earned his bachelor's degree from Biola University, is registered to sell securities, and holds a California Life/Health Insurance License.
When he’s not working, Jonathan enjoys spending time with his family and enjoying California’s beaches.
To make an appointment with Jonathan, call 800.462.8328, Ext. 4116, Option 2.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.
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