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Jonathan J. Macko, Cfp®, Crpc® is listed as CERTIFIED FINANCIAL PLANNER™ | Wealth Manager | Financial Advisor at Excelsior Wealth Partners, based in Spartanburg, South Carolina, United States. AeroLeads shows a work email signal at excelsiorwp.com and a matched LinkedIn profile for Jonathan J. Macko, Cfp®, Crpc®.
Jonathan J. Macko, Cfp®, Crpc® previously worked as CERTIFIED FINANCIAL PLANNER™ | Vice President | Financial Advisor at Morgan Stanley and Financial Advisor at Wells Fargo Advisors, Llc. Jonathan J. Macko, Cfp®, Crpc® holds Business Administration. from Binghamton University.
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AeroLeads found 1 current-domain work email signal for Jonathan J. Macko, Cfp®, Crpc®. Compare company email patterns before reaching out.
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.
Listed skills include Retirement Planning.
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Syracuse, NY, US
As 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.
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Jonathan J. Macko, Cfp®, Crpc® works for Excelsior Wealth Partners.
Jonathan J. Macko, Cfp®, Crpc® is listed as CERTIFIED FINANCIAL PLANNER™ | Wealth Manager | Financial Advisor at Excelsior Wealth Partners.
AeroLeads has found 1 work email signal at @excelsiorwp.com for Jonathan J. Macko, Cfp®, Crpc® at Excelsior Wealth Partners.
Jonathan J. Macko, Cfp®, Crpc® is based in Spartanburg, South Carolina, United States while working with Excelsior Wealth Partners.
Jonathan J. Macko, Cfp®, Crpc® has worked for Excelsior Wealth Partners, Morgan Stanley, and Wells Fargo Advisors, Llc.
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Jonathan J. Macko, Cfp®, Crpc® holds Business Administration. from Binghamton University.
Jonathan J. Macko, Cfp®, Crpc® is listed with skills including Retirement Planning.
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