Jonathan Spector, MS, CFP®

Enthusiast
DISC Type : i

Vice President / Partner at EP Wealth Advisors

Walnut Creek, California, United States

Overview

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.

Personality Overview

Non-Confrontational

Consensus Focused

Optimistic

They prefer to build relationships rather than staying totally transactional.  They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care 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.
Comprehensive Wealth Management
His approach involves a holistic review of a client's finances, including investments, savings rates, insurance, and taxation strategies.

Media Appearances

Jonathan has no verified media appearances

Work History

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

Education

2017 - 2019
Master of Science Degree from College for Financial Planning
2000 - 2004
Political Science from University of Southern Maine

More Information

Social Presence :

Prographics :

Exp : 18 Location : Walnut Creek, California, United States Job Level : Senior Designation : Vice President / Partner at EP Wealth Advisors
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Refer to interesting customer testimonials and stress on great customer experience
  • Maintain high, positive energy and convey confidence

DONT's

  • Avoid overloading them with too much information
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Jonathan

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Jonathan take some risk or not?

  • They can take some low-probability risks if needed.

You And Jonathan

Personality Compatibility


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