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@lenoxadvisors.com
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1 phone found area 212
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Jonathan Wittlin, Cfp® is listed as Client Advisor for high net worth individuals and families at Freestone Capital Management, a company with 78 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at lenoxadvisors.com, phone signal with area code 212, and a matched LinkedIn profile for Jonathan Wittlin, Cfp®.
Jonathan Wittlin, Cfp® previously worked as Managing Director – Client Advisor at Freestone Capital Management and Principal | Wealth Advisor at Parallel Advisors, Llc. Jonathan Wittlin, Cfp® holds Bachelor Of Science, Accounting (Cpa Track) from Syracuse University - Martin J. Whitman School Of Management.
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AeroLeads found 1 current-domain work email signal for Jonathan Wittlin, Cfp®. Compare company email patterns before reaching out.
I am a Certified Financial Planner™ practitioner with a tax and accounting background and a 20-year tenure in the Wealth Management space. While I have accumulated a great deal of experience managing financial planning teams and platforms, I now focus on what I am truly passionate about - working with people to create financial success in their lives.In practice, I partner with my clients on all aspects of wealth management, providing counsel on issues related to retirement, estate planning, taxes, investment management, and the many other financial issues clients are left to grapple with. I am also a thought partner, a sounding board, a financial coach, and a source of accountability in executing the various aspects of financial and investment plans. I have a detailed process that I have honed over the course of my 20 years in the industry, and I strive to give clients more time to focus on what they love by creating peace of mind around their personal finances. This, combined with my top-notch support team at Freestone, translates to a premium experience and service model for my clients.
Listed skills include Retirement Planning, Asset Management, Certified Financial Planner, Cpa, and 18 others.
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A career timeline built from the work history available for this profile.
San Francisco Bay Area
As a Client Advisor, I understand each client has a unique set of financial complexities and long-term goals. At Freestone, we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life to provide peace of mind and the freedom to focus on what truly matters.
San Francisco Bay Area
Joined Parallel Advisors in 2019 to lead the firm’s Wealth Planning team. Worked with select clients while focusing on the management and evolution of the firm’s financial planning practice.
San Francisco Bay Area
In April 2018, the Private Wealth Management team was lifted from Lenox Advisors and merged into Lenox Wealth Advisors, an independent RIA which built sophisticated financial plans and custom portfolios.My role remained the same at Lenox Wealth Advisors, working directly with clients while leading the financial planning team as we continued to transform.
San Francisco Bay Area
In 2016, I assumed leadership of the firm’s Financial Planning practice. I continued to build my advisory practice and maintain key client relationships while hiring, training, and mentoring our team of Financial Planners. I was responsible for all aspects of the firm’s financial planning knowledge base which constituted the foundation of our wealth.
New York City Then San Francisco
Looking to follow my personal vision and mission to help others find success in their financial lives, I joined the firm’s growing Wealth Management practice. I leveraged my accounting/tax background, obtained my Certified Financial Planner™ designation, and began working with clients on complex financial and investment plans. I delivered a “white glove”.
Greater New York City Area
Employee #10 at Lenox Advisors. Established a modern accounting infrastructure and internal controls that could scale with rapid growth.
New York, NY
Senior Accountant and then Controller for the owner/operator of Walt Disney Company radio stations.
New York, NY
Financial Analyst on the Royalty Finance team at EMI Capitol Music Group, at the time one of the Big 4 record conglomerates.
Other employees you can reach at freestonecapital.com. View company contacts for 78 employees →
Benjamin Furukawa
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
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Meg Lanzinger
Colleague at Freestone Capital ManagementGreater Seattle Area, United States
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Benjamin Silber
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
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Jenny Doherty, Cfp®
Colleague at Freestone Capital ManagementAnchorage, Alaska, United States, United States
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Aj Layton
Colleague at Freestone Capital ManagementGreater Seattle Area, United States
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Parvanah Saladino
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
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Zach Bach (He/Him)
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
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Aaron Welter
Colleague at Freestone Capital ManagementDenver, Colorado, United States, United States
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Sean Gonzalez, Cfp®
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
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Joseph Riley
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
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Quick answers generated from the profile data available on this page.
Jonathan Wittlin, Cfp® works for Freestone Capital Management.
Jonathan Wittlin, Cfp® is listed as Client Advisor for high net worth individuals and families at Freestone Capital Management.
AeroLeads has found 1 work email signal at @lenoxadvisors.com for Jonathan Wittlin, Cfp® at Freestone Capital Management.
AeroLeads has found 1 phone signal(s) with area code 212 for Jonathan Wittlin, Cfp® at Freestone Capital Management.
Jonathan Wittlin, Cfp® is based in San Francisco, California, United States while working with Freestone Capital Management.
Jonathan Wittlin, Cfp® has worked for Freestone Capital Management, Parallel Advisors, Llc, Lenox Wealth Advisors, Lenox Advisors, and Palladium Equity Partners, Llc.
Jonathan Wittlin, Cfp®'s colleagues at Freestone Capital Management include Benjamin Furukawa, Meg Lanzinger, Benjamin Silber, Jenny Doherty, Cfp®, and Aj Layton.
You can use AeroLeads to view verified contact signals for Jonathan Wittlin, Cfp® at Freestone Capital Management, including work email, phone, and LinkedIn data when available.
Jonathan Wittlin, Cfp® holds Bachelor Of Science, Accounting (Cpa Track) from Syracuse University - Martin J. Whitman School Of Management.
Jonathan Wittlin, Cfp® is listed with skills including Retirement Planning, Asset Management, Certified Financial Planner, Cpa, Series 7, Series 65, Asset Allocation, and Cfp.
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