CERTIFIED FINANCIAL PLANNER™ (CFP®)
University of Southern Maine, B.A., Political Science; College for Financial Planning
M.S., Personal Financial Planning
Jonathan Spector is a CERTIFIED FINANCIAL PLANNER™ professional and Partner with EP Wealth Advisors. He is a member of the Financial Planning Association with more than a decade of experience in the financial services industry. In 2014 Jon joined Personal Financial Consultants, Inc., which became part of EP Wealth Advisors in 2019. Prior to this, he was a wealth manager in San Francisco and an investment consultant in Los Angeles. He also has extensive experience creating and monitoring financial plans with clients. A history buff, Jon’s quest to stay on top of what’s going on in the current economic and political landscape gives him valuable perspective that informs his work. Jon and his wife Songyi live in East Richmond Heights with their two young sons. An occasional runner and regular hiker, he and his family enjoy weekend trips to the mountains and coast.