Jonathan Wittlin, Cfp® Email and Phone Number
Jonathan Wittlin, Cfp® work email
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Jonathan Wittlin, Cfp® personal email
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Jonathan Wittlin, Cfp® phone numbers
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.
Freestone Capital Management
View- Website:
- freestonecapital.com
- Employees:
- 78
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Managing Director – Client AdvisorFreestone Capital Management Oct 2023 - PresentSan Francisco Bay AreaAs 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.
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Principal | Wealth AdvisorParallel Advisors, Llc Nov 2022 - Oct 2023San Francisco, California, United States -
Wealth Advisor | ShareholderParallel Advisors, Llc Jan 2021 - Oct 2022San Francisco, California, United States
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Wealth Planning DirectorParallel Advisors, Llc Jul 2019 - Jan 2021San Francisco Bay AreaJoined 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.
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Managing Director | Head Of Financial PlanningLenox Wealth Advisors Apr 2018 - Jun 2019San Francisco Bay AreaIn 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 the organization into a true wealth management firm offering high-value holistic advice to a sophisticated and affluent client segment. -
Managing Director | Head Of Financial PlanningLenox Advisors Apr 2016 - Mar 2018San Francisco Bay AreaIn 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 advisory platform, client experience, and recommendations. Other key responsibilities included thought leadership; the development of annual guides and white papers with distribution to 15,000+ households; oversight of the financial planning content on the firm’s website; and creation of marketing materials. -
Vp And Then Svp, Financial PlanningLenox Advisors Jun 2004 - Apr 2016New York City Then San FranciscoLooking 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” client service model to a high and ultra-high-net-worth client base, providing counsel and execution of recommendations around all aspects of financial planning. Relocated to the San Francisco office in 2006 and was promoted to Senior Vice President in 2010.
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ControllerLenox Advisors Nov 2001 - Jun 2004Greater New York City AreaEmployee #10 at Lenox Advisors. Established a modern accounting infrastructure and internal controls that could scale with rapid growth.
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Controller And Senior Accountant | Hibernia CommunicationsPalladium Equity Partners, Llc Jan 1999 - Dec 2000New York, NySenior Accountant and then Controller for the owner/operator of Walt Disney Company radio stations. -
Financial AnalystCapitol Records Jun 1996 - Dec 1998New York, NyFinancial Analyst on the Royalty Finance team at EMI Capitol Music Group, at the time one of the Big 4 record conglomerates.
Jonathan Wittlin, Cfp® Skills
Jonathan Wittlin, Cfp® Education Details
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Accounting (Cpa Track)
Frequently Asked Questions about Jonathan Wittlin, Cfp®
What company does Jonathan Wittlin, Cfp® work for?
Jonathan Wittlin, Cfp® works for Freestone Capital Management
What is Jonathan Wittlin, Cfp®'s role at the current company?
Jonathan Wittlin, Cfp®'s current role is Client Advisor for high net worth individuals and families.
What is Jonathan Wittlin, Cfp®'s email address?
Jonathan Wittlin, Cfp®'s email address is jj****@****ail.com
What is Jonathan Wittlin, Cfp®'s direct phone number?
Jonathan Wittlin, Cfp®'s direct phone number is +121253*****
What schools did Jonathan Wittlin, Cfp® attend?
Jonathan Wittlin, Cfp® attended Syracuse University - Martin J. Whitman School Of Management.
What skills is Jonathan Wittlin, Cfp® known for?
Jonathan Wittlin, Cfp® has skills like Retirement Planning, Asset Management, Certified Financial Planner, Cpa, Series 7, Series 65, Asset Allocation, Cfp, Financial Planning, Estate Planning, Insurance, High Net Worth Individuals.
Who are Jonathan Wittlin, Cfp®'s colleagues?
Jonathan Wittlin, Cfp®'s colleagues are Mike Schneider, Meredith Culp, Becca Anderson, Jenny Doherty, Cfp®, Meg Wellnitz-Hinshaw, Christy Newton, Zahid Khan.
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