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Profile
Jonathan Wittlin, CFP®
Traveling is a passion of mine as I love learning about other cultures and the perspective it provides. Some memorable experiences include exploring the South Island of New Zealand, roaming through cathedrals and castles in Prague, and spending three months on an overland camping trip through sub-Saharan Africa.
"First with the head, then with the heart" is a snippet from a book called The Power of One which I read in high school. It really resonated with me then and has stayed with me to this day. The quote sums up how I typically go about solving day to day and overall life challenges.
A used 1982 Toyota Corolla. One day while driving about 35mph, a clumsy friend of mine knocked the gear shift into reverse, which blew out the reverse function entirely. I had no interest in spending what little money I had to fix the car, so from that point on the only way to back up was open the door, stick my left leg outside, and push the car back, Fred Flintstone style.
I love to be active and outdoors - hiking, camping, mountain biking, snowboarding, trail running, kayaking etc. I am a lifelong tennis fan, though my game is not what it used to be! I love music, reading, cooking, and I am trying (without much success) to teach myself to play a guitar.
Nothing beats spending time with my wife Marina, my daughter Wallis (5), and my son Jordan (3 1/2). One frequent destination is Train Town in Sonoma followed by ice cream and a picnic on the Town Square.
About Jonathan
- Objective: Jonathan partners with his clients on all aspects of their financial lives, providing counsel on topics which include wealth creation, stock compensation, retirement, estate planning, taxes, and portfolio management. Jonathan is 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.
- Snapshot: Jonathan is a Certified Financial Planner™ practitioner with a tax and accounting background and a 20-year tenure in the Wealth Management business. He has worked directly with clients throughout his career and also spent time building and managing financial planning teams. Jonathan joined Parallel as their Director of Wealth Planning, but has since returned to his passion of working exclusively with clients as a Wealth Advisor.
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Experience
- Managing Director, Head of Financial Planning - Lenox Wealth Advisors, San Francisco
- Senior Vice President, Financial Planning - Lenox Advisors, New York and San Francisco
- Controller - Lenox Advisors, New York
- Controller - Hibernia Communications | Palladium Equity Partners, New York
- Senior Accountant - EMI Capital Music Group, New York
Education
- Whitman School of Management, Syracuse University, BS in Accounting
Affiliations & Boards
- Certified Financial Planner ™ practitioner (CFP®)
