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

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


This Office

536 Sterling St Newtown, PA 18940-1825 Phone: (215) 860-3605