Jonathan recently graduated from California State Polytechnic University, Pomona with a Bachelor of Science in Business Administration, emphasizing in Finance, Real Estate, and Law. He is interested in building a career in financial planning and helping clients create a clear path toward their long-term financial goals.
Outside of work, Jonathan spends much of his free time golfing or at the gym. He also enjoys watching sports, going to the movies, and trying new places to eat.
Through his internship at Falcon Wealth Planning, Jonathan hopes to expand his knowledge of financial planning, gain hands-on experience, and build a strong foundation as he works toward becoming a CFP®.
