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Jonathan Bird Cfp®, Cws® is listed as Founder, Wealth Advisor at Farnam Financial, based in Greater Phoenix Area, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Bird Cfp®, Cws®.
Jonathan Bird Cfp®, Cws® previously worked as Wealth Advisor at Charles Schwab and Associate Wealth Advisor at Charles Schwab. Jonathan Bird Cfp®, Cws® holds Bachelor'S Degree, Philosophy from Creighton University.
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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.
Listed skills include Certified Financial Planner, Portfolio Management, Financial Planning, and Wealth Management.
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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.
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.
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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Jonathan Bird Cfp®, Cws® works for Farnam Financial.
Jonathan Bird Cfp®, Cws® is listed as Founder, Wealth Advisor at Farnam Financial.
Jonathan Bird Cfp®, Cws® is based in Greater Phoenix Area, United States while working with Farnam Financial.
Jonathan Bird Cfp®, Cws® has worked for Farnam Financial, Charles Schwab, and Mraz Amerine & Associates.
You can use AeroLeads to view verified contact signals for Jonathan Bird Cfp®, Cws® at Farnam Financial, including work email, phone, and LinkedIn data when available.
Jonathan Bird Cfp®, Cws® holds Bachelor'S Degree, Philosophy from Creighton University.
Jonathan Bird Cfp®, Cws® is listed with skills including Certified Financial Planner, Portfolio Management, Financial Planning, and Wealth Management.
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