Jonathan Kiehl (BS, CFP®, CKA®, MBA)

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

  • AUM
  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Socially Responsible Investments
  • Special Needs Planning
  • Tax Planning

Planning Specialties

Jonathan specializes in tax-efficient planning and investing based on years of experience working hand-in-hand with clients' investments and taxes. Jonathan's financial planning process aims to provide peace of mind and clarity through a personalized discovery process and a comprehensive one-page financial plan; revisited often to ensure continual alignment with your current life situation.

Additional Information

Jonathan spent over a decade working on time machines for Rolex Watch, USA before entering the financial services industry in 2015. Serving as Rolex’s technical instructor allowed him to develop analytical skills, an eye for detail and a passion to educate: all skills he now enjoys applying to his clients’ financial plans. As a CERTIFIED FINANCIAL PLANNER™, Jonathan is dedicated to maintaining a high standard of education. In addition to being a CFP®, he received his Bachelor of Science in Business Administration from Elizabethtown College and his MBA in Personal Financial Planning from Indiana Wesleyan University.

NAPFA Start Date

November 03, 2021

Submit
Submit

This Office

1440 Glen Moore Circle Lancaster, PA 17601 Phone: (717) 725-6256