Jonathan Grannick, Cfp® Email and Phone Number
Jonathan Grannick, Cfp® work email
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Jonathan Grannick, Cfp® personal email
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Jonathan Grannick, Cfp® phone numbers
Professionally >> I help travel loving young families & professionals (in their 20’s, 30’s, & 40’s) find balance between living for an epic life today while still making smart financial moves for tomorrow. It’s about finding ways to do MORE of what you love (i.e. travel, work-life balance, buy a home, etc) in an intentional way that doesn’t negatively impact your future. My goal is to help you create a life vision that inspires you, then provide a financial road map with specific recommendations and next steps to help you get there. I operate virtually and can meet with people anywhere in the US. IMPACT, it’s why I built my firm specifically around working with younger clients and the unique issues they face. The right money moves today can help lead you to a life full of options, not limitations.Personally >> Travel is a big part of my life. I've lived in 4 different countries (Australia, Colombia, Peru, & the US). I lived a Digital Nomad lifestyle for 8 months in South America and still enjoy remote "workcations". At my core, I love educating and inspiring people, especially when it involves money as a tool to bring more of what they love into their life. I'm an avid beach volleyball player and deep thinker. I'm a big believer in the power of vulnerability, transparency (personally & professionally), and living an intentional life (i.e. living life on purpose)!
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FounderWonder Wealth Llc Aug 2021 - PresentVirtualTHE WHAT >> My purpose is to help travel loving young families & professionals (in their 20’s, 30’s, & 40’s) find balance between living for an epic life today while still making smart financial moves for tomorrow. It’s about finding ways to do MORE of what you love (i.e. travel, work-life balance, buy a home, etc) in an intentional way that doesn’t negatively impact your future. My goal is to help you create a life vision that inspires you, then provide a financial road map with specific recommendations and next steps to help you get there.THE WHY >> IMPACT, it’s why I built my firm specifically around working with younger clients and the unique issues they face. The right money moves today can help lead you to a life full of options, not limitations.
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FounderFee Only Outsourcing, Llc Jan 2016 - PresentVirtual - Location IndependentI provide Virtual Outsourced Consulting & Paraplanning Services specifically to Fee Only Financial Planners. I help my clients manage their workload, mainly in creating financial plans, which allows them to focus on growing their businesses. I also provide valuable workflow feedback as I've worked with over a dozen planners and seen many different ways of running a Fee Only firm. I'm not just a back office employee, I thoroughly enjoy challenging the views of my clients and brainstorming with them on different strategic business decisions as well. For more information, please visit my website at www.feeonlyoutsourcing.com
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World TravelerWorld Travel Aug 2014 - Dec 2015Australia, Malaysia, Thailand, Philippines, Belize, China, JapanLived abroad in Australia for 9 months, backpacked Southeast Asia for 3 months, Belize for 1 month and the Western USA for 2 months. I worked as a waiter during my time in Australia that helped fund the travels as well as a campervan I ended up living in for 2 months while I toured the entire east coast of Australia.
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Financial Planner Associate/Para PlannerCompass Financial Consulting Apr 2012 - Aug 2014Atlanta, Ga- Served as the primary support member for a firm partner while working with programs such as Microsoft Office (Word, PowerPoint, Excel, Access, and Outlook), Money Guide Pro, Morningstar, IAS Software, TD Ameritrade, Sharefile, Redtail, Mindgenius, Kwanti, Worldox, Stockopter, Riskalyze, Exit Point, Docusign, Blueleaf and Yahoo Finance among others. - Primary responsibilities included: Supporting partner administratively, investment research, assist clients with paperwork /general questions, prepare meeting material for and attend client meetings, write follow up letters, prepare Investment Policy Statements and Engagement Letters for all clients.
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Financial Planning InternGreen Financial Resources May 2011 - Aug 2011Duluth, GaPerformed administrative tasks such as answering phones/making calls, filing paperwork, data entry using Microsoft Excel, mailed letters and had daily contact with clients whether by phone or in person. Took notes during several client meetings and asked many questions afterward. Learned how professional business between planner and client was conducted.Spoke one on one with each staff member to learn their roles and responsibilities which gave me a comprehensive view of how the firm functioned. Worked at annual charity golf tournament for Gwinnett Children's Shelter. Mingled with clients and ensured the tournament ran smoothly by implementing events in accordance to a preplanned itinerary. Over $30,000 was raised for charity.Peer Financial Counselors: Active MemberMade financial presentations to groups of students on topics such as credit cards, tax advantages for students, student loan debt, constructing budgets, and learning how to live within their means through frugality and fiscal responsibility.
Jonathan Grannick, Cfp® Skills
Jonathan Grannick, Cfp® Education Details
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Terry College Of Business - Certified Financial Planner ProgramFinancial Planning -
Finance -
Business Management -
Duluth High SchoolCollege Prep
Frequently Asked Questions about Jonathan Grannick, Cfp®
What company does Jonathan Grannick, Cfp® work for?
Jonathan Grannick, Cfp® works for Wonder Wealth Llc
What is Jonathan Grannick, Cfp®'s role at the current company?
Jonathan Grannick, Cfp®'s current role is Founder & Certified Financial Planner at Wonder Wealth LLC.
What is Jonathan Grannick, Cfp®'s email address?
Jonathan Grannick, Cfp®'s email address is jg****@****hoo.com
What is Jonathan Grannick, Cfp®'s direct phone number?
Jonathan Grannick, Cfp®'s direct phone number is +157022*****
What schools did Jonathan Grannick, Cfp® attend?
Jonathan Grannick, Cfp® attended Terry College Of Business - Certified Financial Planner Program, The University Of Georgia, Georgia State University Perimeter College, Duluth High School.
What are some of Jonathan Grannick, Cfp®'s interests?
Jonathan Grannick, Cfp® has interest in Learning, Traveling, Education, Hiking, Swimming, Minimalism, Exploration And Adventure, Achieving, Scuba Diving And Being In Nature.
What skills is Jonathan Grannick, Cfp® known for?
Jonathan Grannick, Cfp® has skills like People Skills, Event Planning, Financial Planning, Microsoft Excel, Microsoft Word, Strategic Financial Planning, Time Management, Customer Service, Outlook, Powerpoint, Teamwork, Access.
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