Jonathan Heagle (CFA, CFP®)

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

Alternative or Private Investments

Baby Boomers

Generation X

Investment Advice with Ongoing Management

Real Estate Investments

Retirement Plan Investment Advice

Planning Specialties

Jonathan holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® designations and is located in Santa Barbara, CA. Jonathan's typical clients are Gen X or Baby Boomers who are serious about preparing for and maximizing their retirement. Retirement Planning Areas of Focus include: Retirement Projections and Scenario Analysis, Improving Lifelong Tax Efficiency, Creating and Managing Customized Investment Portfolios, Insurance Review and Optimization, Cashflow Management, Social Security You have worked a lifetime to accumulate the savings necessary to maintain your lifestyle during retirement. We look forward to helping you protect and maximize the impact of those funds. Professional Affiliations: CFP Board, CFA Institute, XY Planning Network, NAPFA

Additional Information

Jonathan Heagle is the founder and president of Mountain Vista Wealth Management, LLC, a firm whose mission is to help individuals and families achieve their financial goals, while also allocating resources to pursue their passions. He has 20 years of industry experience, including 16 years on Wall Street. He worked at Goldman Sachs in the mortgage department as a structurer and trader, and at the Royal Bank of Canada as a portfolio manager. During this time, Jon managed proprietary bank portfolios with assets upwards of $3 billion. Jonathan earned a bachelor’s degree in finance from Boston College and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst® (CFA®) designations. When he is not creating financial plans, consulting with clients or stress-testing portfolios, you can find him snowboarding in the backcountry or cycling around his hometown of Santa Barbara. He is also a proud husband and father of two daughters.