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


NAPFA Start Date

April 17, 2020


This Office

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