We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile
Jonathan Wittlin, CFP®
Traveling is another 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 3 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's goal is to take Parallel's already impressive financial planning model to the next level. Jonathan works with select clients while focusing on the management and evolution of the planning practice.
- Snapshot: Jonathan is a Certified Financial Planner™ practitioner who brings more than 16 years of experience in the wealth and financial planning industry. He has worked extensively with high-net-worth and ultra-high-net-worth families, building and implementing comprehensive financial plans which help clients bring their financial life into balance. Jonathan was also instrumental in the creation, growth, and subsequent management of an industry-leading financial planning platform.
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®)
