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.
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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