Jonathan Alexander, CFP^®, CLTC

With over a decade of experience in the industry, I embarked on my financial services journey in 2010. In 2015, I earned the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation, which underscores my commitment to delivering exceptional financial guidance. As a CFP®, I focus on crafting comprehensive and holistic financial plans, with a particular emphasis on tax planning and identifying blind spots that my clients may not be aware of. My goal is to help my clients maximize their wealth and achieve their goals while reducing the stress they may feel in our complex financial world.  I take great pride in reducing financial jargon and explaining concepts in a straightforward and simple manner. 

Growing up in Syracuse, NY, as the son of a Certified Public Accountant (CPA), I developed a keen interest in finance from an early age. I pursued my education at Temple University, which laid the foundation for my career. Currently, I reside in Bryn Mawr, PA, with my wife, Jessica, our two sons, Max and Leo, and our fun-loving Boston Terrier named Rocky.  Beyond my professional commitments, I am passionate about golfing, cooking, skiing, traveling, and cherishing moments with family and friends. I am also deeply engaged in community service, volunteering with several organizations in the greater Philadelphia area.

California Insurance License #: 4123484