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Jonathan Lipshutz, Cfp®, Ctfa Email & Phone Number

Associate Advisor, Savant Wealth Management at Savant Wealth Management
Location: Wellesley Hills, Massachusetts, United States 11 work roles 3 schools
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Current company
Role
Associate Advisor, Savant Wealth Management
Location
Wellesley Hills, Massachusetts, United States
Company size

Who is Jonathan Lipshutz, Cfp®, Ctfa? Overview

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Jonathan Lipshutz, Cfp®, Ctfa is listed as Associate Advisor, Savant Wealth Management at Savant Wealth Management, a company with 160 employees, based in Wellesley Hills, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Lipshutz, Cfp®, Ctfa.

Jonathan Lipshutz, Cfp®, Ctfa previously worked as Associate Advisor at Savant Wealth Management and Financial Planning Analyst at The Relaxing Retirement Coach. Jonathan Lipshutz, Cfp®, Ctfa holds Accounting (B.S.), Accounting And Business/Management from Ithaca College.

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Email format at Savant Wealth Management

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Savant Wealth Management

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Profile bio

About Jonathan Lipshutz, Cfp®, Ctfa

I have a passion for financial planning for dedicated savers ready to start the next phase of their lives. As a Financial Planning Analyst at The Relaxing Retirement Coach, Inc., I help solve the complex financial problems they face when transitioning to retirement by helping them develop a custom-designed Retirement Blueprint™.I feel fortunate to align my passion for financial planning to provide our members with the financial confidence to transition to The Relaxing Retirement Life they earned free of dependence on a paycheck. At The Relaxing Retirement Coach, we believe that dedicated savers deserve to spend the 2nd phase of their lives doing what they want to do, not what they have to do. Unfortunately, the goals and conflicts of interest entrenched within the financial services industry and the media can create a financial fog that leaves you feeling anxious and confused with many questions:• Do we have enough built up to stop working (if we choose to)?• How much can we afford to spend without the anxiety of running out of money?• How should we position our hard-earned savings to make it last?It’s hard to act when you’re not 100% clear on the answers to these questions, so The Relaxing Retirement Coaching Program™ helps you implement the essential strategies and mindsets needed for an anxiety-free transition from your working years to your retirement years.Your custom-designed Retirement Blueprint™, based on your priorities and resources, clarifies and simplifies your options so you can make educated decisions.WE HELP OUR RELAXING RETIREMENT MEMBERS• Live they life they’ve earned on their terms• Have the same feeling of financial security they had while working and saving• Strategically reduce the income taxes they pay• Tune out the constant noise of the financial media and confidently spend what they’ve saved in all market conditions• Relax knowing they have a full support structure in place and a dedicated team ready to assist with every detailWhether you choose to remain in your current field, migrate to a new pursuit, or start exploring more leisurely interests, you'll feel prepared and confident making your decisions.WHO WE WORK WITHWe help dedicated savers between the age of 58 and 65 confidently transition to the life they’ve earned free of dependence on a paycheck.READY TO ENJOY TOTAL FINANCIAL INDEPENDENCEDownload our FREE report - 3 Critical Strategies to Free Yourself from Dependence on Your Paycheck - https://theretirementcoach.com/3strategiesThe program - https://theretirementcoach.com/the-program/

Current workplace

Jonathan Lipshutz, Cfp®, Ctfa's current company

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Savant Wealth Management
Savant Wealth Management
Associate Advisor, Savant Wealth Management
rockford, illinois, united states
Employees
160
AeroLeads page
11 roles

Jonathan Lipshutz, Cfp®, Ctfa work experience

A career timeline built from the work history available for this profile.

Financial Planning Analyst

The Relaxing Retirement Coach

Wellesley, Massachusetts, United States

  • I help solve the complex financial problems they face when transitioning to retirement by helping them develop a custom-designed Retirement Blueprint™ so they can confidently transition to The Relaxing Retirement Life.
  • Personal priorities
  • Life events
  • Markets
  • Tax Laws
  • InflationIn Phase II, Retirement Blueprint Management™, we provide an ongoing support system with pre-scheduled meetings throughout each year to help you consistently assess the impact of these changes and.
Jan 2022 - Jun 2023

Structured Finance Analyst

Boston, Massachusetts

Sep 2016 - Jun 2018

Compliance Analyst

Boston, Massachusetts

Feb 2016 - Sep 2016

Sports Intern

Sll Sports Management

Wellesley, MA

Dec 2014 - Aug 2015

Junior Mentor

Took kids between the ages of 6-13 out golfing. Helped them develop golf course etiquette and harnessed their skills.

Jun 2012 - Aug 2012
Team & coworkers

Colleagues at Savant Wealth Management

Other employees you can reach at savantwealth.com. View company contacts for 160 employees →

3 education records

Jonathan Lipshutz, Cfp®, Ctfa education

Accounting (B.S.), Accounting And Business/Management

FAQ

Frequently asked questions about Jonathan Lipshutz, Cfp®, Ctfa

Quick answers generated from the profile data available on this page.

What company does Jonathan Lipshutz, Cfp®, Ctfa work for?

Jonathan Lipshutz, Cfp®, Ctfa works for Savant Wealth Management.

What is Jonathan Lipshutz, Cfp®, Ctfa's role at Savant Wealth Management?

Jonathan Lipshutz, Cfp®, Ctfa is listed as Associate Advisor, Savant Wealth Management at Savant Wealth Management.

Where is Jonathan Lipshutz, Cfp®, Ctfa based?

Jonathan Lipshutz, Cfp®, Ctfa is based in Wellesley Hills, Massachusetts, United States while working with Savant Wealth Management.

What companies has Jonathan Lipshutz, Cfp®, Ctfa worked for?

Jonathan Lipshutz, Cfp®, Ctfa has worked for Savant Wealth Management, The Relaxing Retirement Coach, Cambridge Trust Company, U.S. Bank, and State Street.

Who are Jonathan Lipshutz, Cfp®, Ctfa's colleagues at Savant Wealth Management?

Jonathan Lipshutz, Cfp®, Ctfa's colleagues at Savant Wealth Management include Christy Von Rotz, Cma, Ashley Gorman, Cfp®, Cpa, John Hendricks, Cfp®, Eca, Brandon Boyer, and Anthony Behrens.

How can I contact Jonathan Lipshutz, Cfp®, Ctfa?

You can use AeroLeads to view verified contact signals for Jonathan Lipshutz, Cfp®, Ctfa at Savant Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Lipshutz, Cfp®, Ctfa attend?

Jonathan Lipshutz, Cfp®, Ctfa holds Accounting (B.S.), Accounting And Business/Management from Ithaca College.

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