Jonathan Spector, Ms, Cfp® Email & Phone Number

I work with affluent families in the greater Bay Area who seek clarity on what retirement means and how to get there. Many of these individuals and couples are professionals at the height of their careers juggling the responsibilities of work and family with minimal time to address their finances. Retirement planning requires an assessment of an individual or family's current financial circumstances and understanding of their future aspirations such that a plan can be put together to attain their financial needs. This includes a review of a person's: investments, savings rates, budgeting, various types of insurance, and taxation among other things. I help address clients' overall financial life so they can rest assured that they are on the right track.

Listed skills include Finance, Business Development, Investments, Series 7, and 16 others.