Senior Vice President And Partner
Current
Jan 2022 - Present
AeroLeads people directory · profile
Jonathan Deyoe - Money Philosopher Email & Phone Number
I help artists, authors, and entrepreneurs translate success into significance and secure legacies through better financial decisions and maintaining very low cost.
at
EP Wealth Advisors
1 work email found
@epwealth.com
3 phones found area 510
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
I help artists, authors, and entrepreneurs translate success into significance and secure legacies through better financial decisions and maintaining very low cost.
Location
San Francisco Bay Area, United States
Who is Jonathan Deyoe - Money Philosopher? Overview
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Jonathan Deyoe - Money Philosopher is listed as I help artists, authors, and entrepreneurs translate success into significance and secure legacies through better financial decisions and maintaining very low cost. at EP Wealth Advisors, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at epwealth.com, phone signal with area code 510, and a matched LinkedIn profile for Jonathan Deyoe - Money Philosopher.
Jonathan Deyoe - Money Philosopher previously worked as Senior Vice President and Partner at Ep Wealth Advisors and Founder & CEO at Mindful Money. Jonathan Deyoe - Money Philosopher holds Cpwa, Financial Planning from University Of Chicago Booth School Of Business And Investment Management Consultants Association.
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*@epwealth.com
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Profile bio
About Jonathan Deyoe - Money Philosopher
๐๐ก๐๐ญ ๐ ๐๐๐ง ๐ก๐๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐ฐ๐ข๐ญ๐ก: ๐ Comprehensive financial education๐ Digital financial literacy courses๐ DIY financial planning support๐ Virtual and live group coaching๐ Behavioral financial planning๐ Investment advisory intros๐๐ก๐จ ๐ ๐ฐ๐จ๐ซ๐ค ๐ฐ๐ข๐ญ๐ก:๐ Individuals seeking DIY financial education and personal financial coaching๐ Individuals nearing retirement or seeking wealth management services๐ Organizations looking to provide financial education to their members๐โ๐ฏ๐ ๐๐๐๐ง ๐ฉ๐ฎ๐๐ฅ๐ข๐ฌ๐ก๐๐ ๐ข๐ง:๐ New York Times๐ The Wall Street Journal๐ The Huffington Post๐ NerdWallet๐ MarketWatch๐ Money Tips๐ Money Q&A๐ San Francisco Business Times๐ Yahoo Finance๐ Business Insider๐ Christian Science Monitor๐ The Motley Fool๐๐ก๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ: โจโJonathan is a financial industry expert who earned our complete trust and confidence in the first year that we knew him. We have been to dozens of his presentations and he can always explain difficult "market" or "Economic" concepts in a way that we get it. His constant stream of commentary is our "Steady Hand On The Wheel" that has kept us from making big mistakes many, many times.โ - P.E.โจโSometimes life can be crazy and I wonder if I'm on the right path. Finding Jonathan DeYoe makes me confident the choices I've made have led me in the right direction.โ - K.R.โจ โEvery advisor ends up sounding the same as they talk about planning and investing. Jonathan transforms the client-advisor relationship by helping clients focus on their unique brand of happiness. The reality is that no one can promise better money outcomes. By creating an ecosystem to enhance client happiness, Jonathan improves both financial and life outcomes.โ - G.O.๐๐๐๐ฌ๐จ๐ง ๐๐๐ก๐ข๐ง๐ ๐ญ๐ก๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ: ๐ 27 years of financial advising๐ 2X best-selling author ๐ Mindful Investing: Right Focus. Better Outcomes. Greater Well-Being ๐ Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend ๐ 4 decades investing in public markets๐ 3 decades investing in real estate๐ 2 decades investing in private businesses๐ Podcast host - Mindful Money Podcast ๐ Co-host - Mindful Wealth Podcast๐ Guest on over 100 podcasts๐ Keynote speakerAre you ready toโฆ๐ฏ Take charge of your financial future with a simple plan and basic financial habits?๐ฏ Achieve financial control, retire with confidence, and save on advisor fees?Contact me today!๐ https://mindful.money/โ๏ธ myteam@mindful.money
Listed skills include Financial Planning, Investments, Wealth Management, Asset Management, and 46 others.
Current workplace
Jonathan Deyoe - Money Philosopher's current company
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7 roles
Jonathan Deyoe - Money Philosopher work experience
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Founder & Ceo
CurrentMindful.Money's digital goals based planning tools help people make practical financial decisions. Our e-classes, webinars and on site education programs help participants cut through the noise to discover what really makes them happy and their lives meaningful.We are set-up for financial anxiety from the time that we are children listening to our "family money stories." As adults, we begin reading newspapers, watching TV, logging into websites, and listening to pundits who are constantly adding to our financial anxieties. The media is in a pitch battle for our eyes and ears and Wall Street wants nothing more than to sell us the latest fad product. All the noise leaves us anxious, frustrated, and less financially successful. In relation to this world, Mindful.Money is counter-cultural.We believe that there are simple behaviors that get us there. But, they are drowned out by the noise. Mindful.Money offers a place to learn, get the facts, see how those facts actually effect us, gain perspective, and make the best decisions we can for our own and our familyโs financial futures.
Jan 2014 - Present
President
After a few years working with clients in a brokerage environment, I started DeYoe Wealth Management. My goal was to emphasize the values important to me that I knew ended with better client outcomes - sound planning, evidence-based investing, client focus, financial education and community stewardship. By working face to face with clients, the advisors at DeYoe Wealth Management empower them with an ever-evolving financial plan, a long-term perspective and consistent communication that makes decision-making easier and reduces the inevitable anxiety from the unknowable.
Oct 2002 - Jan 2022
Financial Advisor
Jun 2001 - Oct 2002
Vice President
Salomon Smith Barney
Feb 2001 - Jun 2001
Financial Advisor
Sep 1999 - Feb 2001
Financial Advisor
May 1997 - Sep 1999
5 education records
Jonathan Deyoe - Money Philosopher education
Cpwa, Financial Planning
University Of Chicago Booth School Of Business And Investment Management Consultants Association
Financial Analysis
Cfa Institute
Comparative Religion & Tibetan Buddhism
Graduate Theological Union
Ba, Philosophy & Religious Studies
Montana State University-Bozeman
Education record
Stevens High School
FAQ
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What company does Jonathan Deyoe - Money Philosopher work for?
Jonathan Deyoe - Money Philosopher works for EP Wealth Advisors.
What is Jonathan Deyoe - Money Philosopher's role at EP Wealth Advisors?
Jonathan Deyoe - Money Philosopher is listed as I help artists, authors, and entrepreneurs translate success into significance and secure legacies through better financial decisions and maintaining very low cost. at EP Wealth Advisors.
What is Jonathan Deyoe - Money Philosopher's email address?
AeroLeads has found 1 work email signal at @epwealth.com for Jonathan Deyoe - Money Philosopher at EP Wealth Advisors.
What is Jonathan Deyoe - Money Philosopher's phone number?
AeroLeads has found 3 phone signal(s) with area code 510 for Jonathan Deyoe - Money Philosopher at EP Wealth Advisors.
Where is Jonathan Deyoe - Money Philosopher based?
Jonathan Deyoe - Money Philosopher is based in San Francisco Bay Area, United States while working with EP Wealth Advisors.
What companies has Jonathan Deyoe - Money Philosopher worked for?
Jonathan Deyoe - Money Philosopher has worked for Ep Wealth Advisors, Mindful Money, Deyoe Wealth Management, Prudential Financial, and Salomon Smith Barney.
How can I contact Jonathan Deyoe - Money Philosopher?
You can use AeroLeads to view verified contact signals for Jonathan Deyoe - Money Philosopher at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Deyoe - Money Philosopher attend?
Jonathan Deyoe - Money Philosopher holds Cpwa, Financial Planning from University Of Chicago Booth School Of Business And Investment Management Consultants Association.
What skills is Jonathan Deyoe - Money Philosopher known for?
Jonathan Deyoe - Money Philosopher is listed with skills including Financial Planning, Investments, Wealth Management, Asset Management, 401K, Asset Allocation, Retirement Planning, and Public Speaking.
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