Bellingham, WA
Jonny Jonson
Senior VP & Wealth Advisor
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 Mas...
More
Experience
Bear Mountain Capital
6 years
PwC
2 years
Jonson Accounting Services
4 years
Qualifications
Certified Public Accountant
CPA
Certified Financial Planner™
CFP®
Washington State University
Business Administration, BA (Accounting major)
University of Washington
Masters of Professional Accounting, Taxation
Series 65
FINRA
Specialities
Investment management
Financial planning
Retirement planning
Tax planning
Equity compensation
Estate planning
Insurance planning
Executives
Professionals
Tech employees
RESOURCE manual
Busy Working Professional
You are a modern-day multitasker, juggling deadlines, meetings, and responsibilities with finesse and determination. Your days are a whirlwind of emails, calls, and tasks that seem to multiply by the minute. As a busy working professional, you excel at wearing multiple hats and adapting to ever-changing priorities in the fast-paced corporate world. The last thing you want to worry about is managing your personal finances effectively. You understand the importance of securing your financial future and making the most of your hard-earned money, but finding the right guidance and resources can be overwhelming amidst your hectic professional life. We'll guide you through managing your personal finances so you can focus on excelling in your career with peace of mind about your financial well-being.
RESOURCE manual
Navigating Life Transitions as a Busy Working Professional
As a working professional, you're no stranger to change. Whether it's starting a family, buying a new home, or reassessing your work-life balance, life transitions can have a profound impact on your financial and personal well-being. In this guide, we'll explore strategies for managing these changes with confidence and purpose, focusing on starting a family and preparing for your children's education.
Your personal family
office
