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.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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