Jonathan Aires in

Jonathan Aires

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Financial Advisor at Northwestern Mutual
📍 San Diego County, California, United States

Jonathan is an award-winning Wealth Management Advisor and the founder of Aires Financial. Recognized by Forbes as a top financial security professional, he specializes in comprehensive financial planning for partners and principals at professional services firms. He graduated with honors from Georgetown University and holds CFP® and CLU® designations.

His professional dedication is rooted in personal experience, having witnessed loved ones suffer significant financial loss. This fuels his passion for creating "financially bulletproof" plans for his clients. He lives in La Jolla with his wife and two children and actively volunteers with the San Diego Food Bank.

Interesting fact: Jonathans family history traces from Lithuania to South Africa before he ultimately settled in San Diego.

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Experience
16 Years
Current Role
Financial Advisor
Location
San Diego County, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jonathan cares about

Financial Security
His firm was recognized by Forbes as a top Financial Security firm, and his core mission is to make clients "financially bulletproof".
Comprehensive Planning
He has received multiple Northwestern Mutual awards for providing comprehensive financial planning that integrates risk management, wealth management, and tax-efficient strategies.
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Career

Work history

10-2009
Financial Advisor
Northwestern Mutual
In the press

Media appearances

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Education
2002 - 2006
BSFS
Georgetown University
1998 - 2002
Education details unavailable
Francis Parker School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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