Jonathan R. Bock, CPA, PFS, CEPA
Login to view DISC.Jonathan is a Private Wealth Advisor at Congruent Wealth, where he helps business owners and affluent families reduce taxes and preserve wealth through integrated financial strategies. He specializes in proactive tax advisory and comprehensive family office support, leveraging his accounting education from West Chester University of Pennsylvania.
Based on his social media, he appears to be a parent who balances running a business with family life. He enjoys international travel, referencing a trip to Italy, and seems to appreciate simple pleasures like good coffee from his Moccamaster during a snowstorm.
Unique fact: He strongly advocates for the value of human financial advice, contrasting a "concierge-level CPA" with automated, robotic services.
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DISC behavioral profile
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