Jonathan’s journey at Falcon began as an intern, progressing through operations before joining the planning team. This unique path gives him a comprehensive understanding of the firm’s inner workings and a specialized focus on the “why” behind every financial strategy.
A CSU Fullerton alumnus with a degree in Finance and a Certificate in Personal Financial Planning, Jonathan is currently a CFP® candidate set to sit for the exam in March 2026. He is driven by a mission to guide others toward a secure future through discipline, patience, and deep, authentic relationships.
Jonathan stays active serving at his local church and hitting the gym (usually skipping leg day). At home, he enjoys life with his two rescue cats and spends his weekends wrenching on his ’95 Mustang with his fiancé
