Jonathan Kolmetz (CFP®)


Jonathan Kolmetz focuses in the
following client markets or areas of practice:
- Financial Psychology/Coaching
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Financial Psychology/Coaching
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
NAPFA Start Date
January 04, 2021