Jonathan Skorich, APMA®, CEPA®, CAP®
Virtual
In-Person
Specialties
About Me
Jon Skorich is the CEO and Founder of COAH FINANCIAL.
He has an extensive background in serving the complex needs of families of significant wealth. Jon serves as a most trusted advisor to a clientele who rely on him as a Private Client CFO. He advises clients in wealth preservation, investment management, trust and estate planning, business exit planning and more. Jon’s industry credentials include the APMA®, CEPA® and CAP® designations. Jon has a Master’s degree from Denver Seminary and Bachelor’s from Moody Bible Institute. He has previously served as a pastor and nonprofit leader. He is a member of the board of directors of The Classical Academy (TCA) in Colorado Springs. He is the founder of the John 17 Fight Club - a interdenominational men’s ministry that seeks to raise up men willing to stand for truth. Jon also works with the state of Colorado on their Advanced Industries grant program, serving on the review committee for technology companies seeking to grow their presence and impact in Colorado. In his spare time, Jon loves spending time with family, friends and his church. He enjoys camping, fly fishing and the great outdoors.
Photo
Photo
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
No Designations
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
COAH Financial may utilize third-party websites, including social media websites, blogs and other interactive content. COAH Financial considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, COAH Financial generally retains copies of information that COAH Financial or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of COAH Financial or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by COAH Financial’s advisory persons after entering into an advisory agreement and provided COAH Financial with all requested background and account information. If you have any questions regarding our policies, please Contact Us.