Jonathan J. Macko, Cfp®, Crpc® Email and Phone Number
Jonathan J. Macko, Cfp®, Crpc® work email
- Valid
- Valid
- Valid
Jonathan J. Macko, Cfp®, Crpc® personal email
Jonathan Macko is a Senior Wealth Manager at Excelsior Wealth Partners, a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor. He began his career in finance over 10 years ago. Jonathan graduated from the University of Miami with a dual major in Economics and International Relations. He continued his studies at Binghamton University School of Management. He is a holder of Life Insurance Certifications in New York and Pennsylvania and Series 7 and 66 licenses.Jonathan utilizes his education and decade of working with families in his community to create real world financial plans for retirement and to develop estate planning strategies. He draws upon extensive resources to develop customized portfolios to help meet his clients’ financial goals. Creating long lasting relationships with families has been the most rewarding aspect of his career.Outside of his professional endeavors, Jonathan is a devoted husband and father to two wonderful daughters. He treasures the time spent with his family, creating cherished memories and fostering strong bonds. Jonathan's love for the outdoors not only fuels his passion for preparedness but also provides an opportunity to connect with nature on a deeper level.
Excelsior Wealth Partners
View-
Certified Financial Planner™ | Wealth Manager | Financial AdvisorExcelsior Wealth Partners Jan 2022 - PresentSyracuse, Ny, UsAs a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor I focus on the pre- and post- retirement needs of individuals and provide my clients with a complete retirement planning process from start to finish. In addition to investment and asset management, I work to understand a client's unique situation and cover topics such as: sources of retirement income, employer-sponsored retirement plans, retirement plan distributions and estate planning strategies.
-
Certified Financial Planner™ | Vice President | Financial AdvisorMorgan Stanley May 2013 - Jan 2022
-
Financial AdvisorWells Fargo Advisors, Llc Apr 2010 - May 2013
Jonathan J. Macko, Cfp®, Crpc® Skills
Jonathan J. Macko, Cfp®, Crpc® Education Details
-
Binghamton UniversityBusiness Administration. -
University Of MiamiEconomics; International Studies.
Frequently Asked Questions about Jonathan J. Macko, Cfp®, Crpc®
What company does Jonathan J. Macko, Cfp®, Crpc® work for?
Jonathan J. Macko, Cfp®, Crpc® works for Excelsior Wealth Partners
What is Jonathan J. Macko, Cfp®, Crpc®'s role at the current company?
Jonathan J. Macko, Cfp®, Crpc®'s current role is CERTIFIED FINANCIAL PLANNER™ | Excelsior Wealth Partners | The Prepared Advisor | Financial Advisor.
What is Jonathan J. Macko, Cfp®, Crpc®'s email address?
Jonathan J. Macko, Cfp®, Crpc®'s email address is jo****@****ley.com
What schools did Jonathan J. Macko, Cfp®, Crpc® attend?
Jonathan J. Macko, Cfp®, Crpc® attended Binghamton University, University Of Miami.
What skills is Jonathan J. Macko, Cfp®, Crpc® known for?
Jonathan J. Macko, Cfp®, Crpc® has skills like Retirement Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial