Jonathan Spector has more than 13 years of financial services experience. He joined EP Wealth Advisors through a merger with Personal Financial Consultants, Inc. and has held several other positions within the industry. Jonathan works with affluent families in the greater Bay Area who seek clarity on what retirement means and how to get there. Many of these individuals and couples are professionals at the height of their careers, juggling the responsibilities of work and family with minimal time to address their finances. Jonathan approaches retirement planning through an assessment of an individual or family’s current financial circumstances and understanding of their future aspirations such that a plan can be put together to attain their financial needs. This includes a review of investments, stock compensation, savings rates, budgeting, various types of insurance, and taxation among other things. Jonathan helps address clients’ overall financial lives so they can rest assured they are on the right track. His favorite tip for achieving financial well-being and peace of mind is “Pay yourself first.” Jonathan enjoys hiking, traveling, and spending time with his wife and two young sons.
College of Financial Planning, M.S., Personal Financial Planning; University of Southern Maine, B.A., Political Science