Jonathan Muhlendorf, Cfp®

Jonathan Muhlendorf, Cfp® Email and Phone Number

🔑We help business owners by combining personal, business, and exit planning to help them attain true financial independence. There are 5 key questions We help you answer. Read our summary for more info🔑 @ Envision Wealth Management
virginia beach, virginia, united states
Jonathan Muhlendorf, Cfp®'s Location
Virginia Beach, Virginia, United States, United States
Jonathan Muhlendorf, Cfp®'s Contact Details

Jonathan Muhlendorf, Cfp® work email

Jonathan Muhlendorf, Cfp® personal email

n/a
About Jonathan Muhlendorf, Cfp®

Question #1- Are you ready to retire?Question #2: What resources do I need to retire?Question #3: What is my business worth?Question #4: What steps can I take to improve that?Question #5: What are my options?Once you understand your objectives, there are only 5 exit paths for your business:1. Family2. Co-owners3. Employees4. Third Party5. Going PublicThere are over 20 different transfer methods available to you. My team and I will help you understand these methods and then execute the best solution(s) for you.Schedule your complimentary 15-minute conversation with me so you can begin your Envision Wealth Plan and take financial, tax, retirement, investment and business planning off your to-do list.https://my.timetrade.com/book/DJWRN jon@envisionyourwealth.com757-777-3121 www.envisionyourwealth.com

Jonathan Muhlendorf, Cfp®'s Current Company Details
Envision Wealth Management

Envision Wealth Management

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🔑We help business owners by combining personal, business, and exit planning to help them attain true financial independence. There are 5 key questions We help you answer. Read our summary for more info🔑
virginia beach, virginia, united states
Website:
envisionyourwealth.com
Employees:
2
Jonathan Muhlendorf, Cfp® Work Experience Details
  • Envision Wealth Management
    President
    Envision Wealth Management Apr 2016 - Present
    Norfolk, Virginia Area
    Jonathan is a Certified Financial Planner™ practitioner and President of Envision Wealth Management. He graduated from Norfolk Academy, The University of Virginia and Old Dominion University’s Professional Financial Planning Program. His resume’ includes being part of a team that raised over $50 million in charitable gifts for UVA and preparing tax returns for an NFL team owner, Supreme Court Justice, Federal Reserve Chairman, IRS Commissioner, and many attorney-partners in the Washington D.C. area. When he is not serving his clients or volunteering for his community you may find Jonathan on his 43 foot sailboat "Livin The Dream", taking care of his 250-gallon reef style tank or enjoying a cigar on his front porch. His wife, Alyssa, and their two children enjoy living in the East Beach neighborhood of Norfolk, Virginia.
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  • Osaic
    Certified Financial Planner® Practitioner
    Osaic Apr 2002 - Present
    Virginia Beach, Virginia
    Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
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Jonathan Muhlendorf, Cfp® Skills

Financial Planning Wealth Management Certified Financial Planner Finance Strategic Planning Estate Planning Retirement Planning Investments Marketing Financial Advisory 401 Retirement Savings Plans Investment Management Investment Strategies Management Public Speaking Leadership Retirement Income Strategies Retirement Plan Consulting

Jonathan Muhlendorf, Cfp® Education Details

Frequently Asked Questions about Jonathan Muhlendorf, Cfp®

What company does Jonathan Muhlendorf, Cfp® work for?

Jonathan Muhlendorf, Cfp® works for Envision Wealth Management

What is Jonathan Muhlendorf, Cfp®'s role at the current company?

Jonathan Muhlendorf, Cfp®'s current role is 🔑We help business owners by combining personal, business, and exit planning to help them attain true financial independence. There are 5 key questions We help you answer. Read our summary for more info🔑.

What is Jonathan Muhlendorf, Cfp®'s email address?

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What is Jonathan Muhlendorf, Cfp®'s direct phone number?

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What schools did Jonathan Muhlendorf, Cfp® attend?

Jonathan Muhlendorf, Cfp® attended University Of Virginia, Old Dominion University, Norfolk Academy.

What skills is Jonathan Muhlendorf, Cfp® known for?

Jonathan Muhlendorf, Cfp® has skills like Financial Planning, Wealth Management, Certified Financial Planner, Finance, Strategic Planning, Estate Planning, Retirement Planning, Investments, Marketing, Financial Advisory, 401 Retirement Savings Plans, Investment Management.

Who are Jonathan Muhlendorf, Cfp®'s colleagues?

Jonathan Muhlendorf, Cfp®'s colleagues are Carolina Torena.

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