Jonathan Panning, CFP®, RICP®
Virtual
In-Person
Specialties
About Me
Stressed about money? Want financial success to match your professional success? If you’re like most entrepreneurs and executives, you’re too busy juggling your other responsibilities to make time for your personal finances.
You want the flexibility and options that come with financial success, But you don’t have the: → Experience → Desire → Time To do it all yourself. We can help. We answer questions like: • When can I retire? • How should I be invested? • How can I address the major risks? • How can I make sure I don’t run out of money? • What tax-efficient investment strategies are there? As a CERTIFIED FINANCIAL PLANNER™ professional, I'm a fiduciary advisor who always acts in my clients' best interests. We work best with people who believe: 1/ It’s better to build a plan that lasts than to get caught chasing “hot” investment products. 2/ To achieve your goals, you should “begin with the end in mind.” 3/ It’s important to keep things simple wherever possible. 4/ You can have money and still be a good person. 5/ Life’s too short to take yourself too seriously. 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱 𝘆𝗼𝘂𝗿 𝗽𝗹𝗮𝗻? I’d love to learn more about your goals and answer your key questions! Feel free to send me a message Or Schedule your free 25-minute phone call directly with me here: calendly.com/jonathanpanning/intro-meeting-virtual
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
No Designations
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title Important Information & Disclosures: http://bit.ly/2f98X9d