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
- 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