Jonathan Grannick (CFP®)

Jonathan Grannick focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice without Ongoing Management
  • Millennials

Planning Specialties

What We Do: Holistic financial planning on an ongoing or one-time basis.

Who We Serve: Our niche focuses on working with travel loving young families & professionals in their 20's, 30's, and 40's.

Financial Planning Specialties:

  • Ask powerful questions to explore your money mindset
  • Create a life vision that inspires you
  • Prioritize income: What goes to paying debt vs investing vs experiencing life now
  • Automate your savings & debt payments for consistency and simplicity
  • Create & execute an investment strategy
  • Create a plan to pay for your children's education
  • Run long-term financial freedom projections
  • Review to make sure you have the proper insurance in place
  • Maximize the value of your employee benefits
  • Review for tax reduction strategies
  • Guidance on your estate plan
  • Credit card rewards planning for free travel
  • Rent or buy decisions: How much house can you afford & tradeoffs

Additional Information

A big virtual hello! My name is Jonathan and I am a CERTIFIED FINANCIAL PLANNER™ professional who has been in the industry for over a decade. I’ve worked on several hundred financial plans to this point and I’ve seen too many situations where good hard working people had to make serious financial sacrifices because they winged their finances. By the time they invested in a professional it was too late and sacrifices were inevitable. Sacrifices like lifestyle, dream home, travel, retirement age, family time, entrepreneurship, ability to support loved ones, the list goes on.

I started Wonder Wealth to help people my own age get ahead of that curve, to lifestyle design a path full of options, not limitations. The process of proper money management can be time consuming, intimidating, confusing, frustrating, and trigger a whole range of emotions. Emotions that make procrastination very easy. I’ve seen how that can end after so many years (with my own parents no less), you deserve better! My purpose is to help you do the things you need to do (with money) to get you to where you want to be (with life). You wouldn't feel safe driving a car you built yourself would you? Your financial future is no different, lean on a professional who will make the process less stressful, bring order to your money in less time, and with less cost (i.e. financial mistakes, value of your time, etc). My mission is to help guide you to a better today and an even better tomorrow.

NAPFA Start Date

August 27, 2021

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This Office

4074 Shasta Street San Diego, CA 92109 Phone: (678) 768-8069