Jonathan Bird Cfp®, Cws®

Jonathan Bird Cfp®, Cws® Email and Phone Number

Helping clients turn their financial house into a financial castle @ Farnam Financial
Jonathan Bird Cfp®, Cws®'s Location
Greater Phoenix Area, United States
About Jonathan Bird Cfp®, Cws®

Every individual and family deserves an advisor who listens to them, understands their needs, and guides them step by step to financial success. Visit us at www.farnamfinancial.com. Contact me at jonathan@farnamfinancial.com or call me at 602-603-4000.

Jonathan Bird Cfp®, Cws®'s Current Company Details
Farnam Financial

Farnam Financial

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Helping clients turn their financial house into a financial castle
Jonathan Bird Cfp®, Cws® Work Experience Details
  • Farnam Financial
    Founder, Wealth Advisor
    Farnam Financial Oct 2019 - Present
    Farnam provides comprehensive wealth management solutions and tailored portfolio advice, built upon a financial plan, to help clients achieve their goals. The firm has over $100 million in assets under advisement.
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  • Charles Schwab
    Wealth Advisor
    Charles Schwab Sep 2017 - Oct 2019
    Phoenix, Arizona
    Provided comprehensive wealth management solutions and tailored portfolio advice, built upon a financial plan, to help 205 Southern California families worth $250 million to achieve their goals.
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  • Charles Schwab
    Associate Wealth Advisor
    Charles Schwab Feb 2016 - Sep 2017
    Phoenix, Arizona Area
    Supported three wealth advisors managing an aggregate of over $1 billion in AUM by providing white glove client service support, building financial plans, and delivering portfolio advice. Initiated and led SPC's missing beneficiary project which identified $11 billion in AUM missing beneficiaries and subsequently reduced that number to $5 billion.
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  • Charles Schwab
    High Net Worth Broker
    Charles Schwab Jan 2015 - Feb 2016
    Graduate of Schwab's Accelerated Career Program
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  • Charles Schwab
    Broker
    Charles Schwab Jan 2014 - Dec 2014
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  • Mraz Amerine & Associates
    Intern
    Mraz Amerine & Associates Jun 2013 - Aug 2013
    Modesto, California, United States
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Jonathan Bird Cfp®, Cws® Skills

Certified Financial Planner Portfolio Management Financial Planning Wealth Management

Jonathan Bird Cfp®, Cws® Education Details

Frequently Asked Questions about Jonathan Bird Cfp®, Cws®

What company does Jonathan Bird Cfp®, Cws® work for?

Jonathan Bird Cfp®, Cws® works for Farnam Financial

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

Jonathan Bird Cfp®, Cws®'s current role is Helping clients turn their financial house into a financial castle.

What schools did Jonathan Bird Cfp®, Cws® attend?

Jonathan Bird Cfp®, Cws® attended Creighton University.

What skills is Jonathan Bird Cfp®, Cws® known for?

Jonathan Bird Cfp®, Cws® has skills like Certified Financial Planner, Portfolio Management, Financial Planning, Wealth Management.

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