President Cfp®, Apma®, Crpc®
Gauthier Wealth Management, Llc
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Jon Gauthier Cfp®, Apma®, Crpc® Email & Phone Number
President CFP®, APMA®, CRPC®
at
Gauthier Wealth Management, LLC
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✓ Verified August 2026
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Current company
Role
President CFP®, APMA®, CRPC®
Location
Charlotte, North Carolina, United States
Who is Jon Gauthier Cfp®, Apma®, Crpc®? Overview
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Quick answer
Jon Gauthier Cfp®, Apma®, Crpc® is listed as President CFP®, APMA®, CRPC® at Gauthier Wealth Management, LLC, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Jon Gauthier Cfp®, Apma®, Crpc®.
Jon Gauthier Cfp®, Apma®, Crpc® previously worked as Financial Advisor at Independent Advisor Representative Through Colarion Llc, An Sec Registered Investment Advisor and Financial Advisor, Certified Financial Planner™ at Jhh Wealth, Llc. Jon Gauthier Cfp®, Apma®, Crpc® holds Mpp; A.B., Business, Economics, Political Science from University Of Michigan.
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Email format at Gauthier Wealth Management, LLC
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Gauthier Wealth Management, LLC
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Profile bio
About Jon Gauthier Cfp®, Apma®, Crpc®
Let's start by talking about your dreams and goals and projecting your retirement income and expenses. Together, we can address the many options you have for a successful retirement. I look forward to hearing from you!
Listed skills include Leadership, Business Planning, Team Building, Risk Management, and 9 others.
Current workplace
Jon Gauthier Cfp®, Apma®, Crpc®'s current company
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8 roles
Jon Gauthier Cfp®, Apma®, Crpc® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Independent Advisor Representative Through Colarion Llc, An Sec Registered Investment Advisor
Sep 2019 - Present
Financial Advisor, Certified Financial Planner™
Current
Nov 2019 - Present
President Cfp®, Apma®, Crpc®
Current
Gauthier Wealth Management, Llc
Jun 2017 - Present
Independent Advisor Representative
Dec 2023 - May 2024
Financial Advisor, Certified Financial Planner™
Provided comprehensive financial planning and investment advice to clients throughout the Southeast, Mid-Atlantic, Midwest, and West. Doubled production while achieving Certified Financial Planner™ (CFP®) and Acredited Portfolio Management Advisor (APMA®) designations.
May 2011 - Dec 2016
Wealth Management Advisor, Chartered Retirement Planning Counselor®
Over several years, created an exemplary financial services practice and earned recognition as a Five-Star Wealth Manager in the Charlotte Business Journal and as a Top-Scoring Wealth Manager in Charlotte Magazine.
Aug 2007 - May 2011
Director
Directed Fannie Mae's NC office, working closely with lenders, builders, real estate professionals, and developers to increase responsible homeownership and fight predatory lending.
Jan 1996 - Oct 2006
2 education records
Jon Gauthier Cfp®, Apma®, Crpc® education
Mpp; A.B., Business, Economics, Political Science
Associate Of Arts, Engineering/Business
FAQ
Frequently asked questions about Jon Gauthier Cfp®, Apma®, Crpc®
Quick answers generated from the profile data available on this page.
What company does Jon Gauthier Cfp®, Apma®, Crpc® work for?
Jon Gauthier Cfp®, Apma®, Crpc® works for Gauthier Wealth Management, LLC.
What is Jon Gauthier Cfp®, Apma®, Crpc®'s role at Gauthier Wealth Management, LLC?
Jon Gauthier Cfp®, Apma®, Crpc® is listed as President CFP®, APMA®, CRPC® at Gauthier Wealth Management, LLC.
Where is Jon Gauthier Cfp®, Apma®, Crpc® based?
Jon Gauthier Cfp®, Apma®, Crpc® is based in Charlotte, North Carolina, United States while working with Gauthier Wealth Management, LLC.
What companies has Jon Gauthier Cfp®, Apma®, Crpc® worked for?
Jon Gauthier Cfp®, Apma®, Crpc® has worked for Gauthier Wealth Management, Llc, Independent Advisor Representative Through Colarion Llc, An Sec Registered Investment Advisor, Jhh Wealth, Llc, Colarion Partners, and Ameriprise Financial Services, Inc..
How can I contact Jon Gauthier Cfp®, Apma®, Crpc®?
You can use AeroLeads to view verified contact signals for Jon Gauthier Cfp®, Apma®, Crpc® at Gauthier Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jon Gauthier Cfp®, Apma®, Crpc® attend?
Jon Gauthier Cfp®, Apma®, Crpc® holds Mpp; A.B., Business, Economics, Political Science from University Of Michigan.
What skills is Jon Gauthier Cfp®, Apma®, Crpc® known for?
Jon Gauthier Cfp®, Apma®, Crpc® is listed with skills including Leadership, Business Planning, Team Building, Risk Management, Public Speaking, Diligence, Customer Service, and Strategic Planning.
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