Jonathan Heller (CFA, CFP®, MBA)
Jonathan Heller focuses in the
following client markets or areas of practice:
- Investment Advice without Ongoing Management
- Professional Athletes or Entertainers
- Retirement Plan Investment Advice
- Tax Planning
- Investment Advice without Ongoing Management
- Professional Athletes or Entertainers
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Comprehensive Fee-Only Financial Planning; services include investment and portfolio review and advice, tax planning and tax preparation, insurance review, goal setting, retirement planning, education funding, estate planning.
Additional Information
-20 Year veteran of the financial services industry -Ran Bloomberg's Equity Data Research Department -Former Director of Investment Communications at SEI -Former Senior Markets Editor/Writer for Bloomberg Personal Finance Magazine -Chartered Financial Analyst -MBA: Rider University -BA: Financial Planning/Economics, Grove City College
Has been widely published in personal finance and investment circles
NAPFA Start Date
July 18, 2008