Jonathan Bird (CFP®, CWS)

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

  • Charitable Giving
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Additional Information

Farnam Financial is a fiduciary Investment Adviser based in Phoenix, Arizona.

We work with a select group of clients to help grow their nest egg, minimize taxes, and provide peace of mind through all markets.

Learn more at www.farnamfinancial.com

 

NAPFA Start Date

April 17, 2020

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This Office

2415 E Camelback Rd Ste 700 Phoenix, AZ 85016-4245 Phone: (602) 481-2468