Jonathan Spector, MS, CFP® in

Jonathan Spector, MS, CFP®

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Vice President / Partner at EP Wealth Advisors
📍 Walnut Creek, California, United States

Jonathan is a Vice President and Partner at EP Wealth Advisors, where he specializes in creating retirement plans for affluent families in the Bay Area. He holds a Master of Science from the College for Financial Planning and is a Certified Financial Planner®, focusing on investments, savings, and taxation.

Living in the East Bay with his wife and two daughters, Jonathan is deeply involved in his community. He spends his free time coaching his daughters baseball and basketball teams, playing golf, and skiing.

He is an active youth sports coach for his two daughters local teams.

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Experience
18 Years
Current Role
Vice President / Partner
Job Level
Senior
Location
Walnut Creek, California, United States
Personality Overview

How Jonathan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jonathan cares about

Retirement Planning
He specializes in helping affluent individuals and families in the Bay Area create comprehensive plans for their financial future and retirement.
Youth Sports Coaching
A dedicated family man, he is actively involved in his community by coaching his two daughters' baseball and basketball teams.
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Career

Work history

8-2019
Vice President / Partner
EP Wealth Advisors
12-2014 - 8-2019
Lead Advisor
Personal Financial Consultants
4-2013 - 11-2014
Wealth Manager
WrapManager, Inc
4-2009 - 4-2013
Investment Consultant
TD Ameritrade
4-2008 - 4-2009
Financial Consultant
AXA Advisors
In the press

Media appearances

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Education
2017 - 2019
Master of Science Degree
College for Financial Planning
2000 - 2004
Political Science
University of Southern Maine
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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