Jonathan Elks (CFP®, CIMA®)
Jonathan Elks focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
Planning Specialties
Small business owners
Multi asset category holders
Seeking short term and long term financial security
Facing a major financial decision
Additional Information
I have been held senior financial positions in large global organizations for over 25 years, and worked in the US and abroad. I want to serve individuals and entrepreneurs to help them know there fiancial position and work to meet their financial goals. I work best as a personal advisor and sounding board .
NAPFA Start Date
September 20, 2016