Jonny Jonson, CFP<sup>&reg;</sup> - Financial Advisor

Jonny Jonson, CFP®

Virtual
Bellingham, WA 98225-2149
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General

Jonny Jonson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Bellingham, WA and the surrounding communities.

Financial Advisor Experience

Jonny is a seasoned wealth advisor, bringing over 12 years of wealth management and accounting experience to Compound Planning. He specializes in serving high-net worth families, tech employees, executives, and busy professionals. Jonny serves as the primary point of contact for his clients to provide personalized wealth planning advice and solutions to address their complex needs. He advises clients on their overall balance sheet, including public and private investments, equity compensation, and stock concentration. Jonny received his B.A. in Business Administration - Accounting from Washington State University and then received his Master of Professional Accounting - Taxation from the University of Washington. In his spare time, Jonny enjoys exploring the Pacific Northwest with his wife, Hannah and their dog, Baker. On the weekends, they enjoy golfing, hiking, and cooking for family and friends. "

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Business Taxes, Asset Allocation, Corporate Finance, Investment Management, Employee Benefits, Mutual Funds, Irregular Income, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Personal Taxes

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