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...
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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.
newsroom 2 MIN
Compound Planning continues momentum, adding 6 more experienced advisors
FOR IMMEDIATE RELEASE DENVER and NEW YORK – Compound Planning , a leading digital family office known for its innovative approach in serving entrepreneurs, professionals, families, and retirees, today announced the addition of six more experienced financial advisors to their team. With these new additions, Compound Planning has added 15 total advisors already in 2024, surpassing the 10 advisors who joined the firm in 2023. This achievement underscores Compound Planning's commitment to providing exceptional, technology-driven services to its high-net-worth clients, and highlights its continuous growth and leadership in the wealth management industry. "I am thrilled to welcome six outstanding advisors to Compound Planning,” said Christian Haigh , Co-Founder and CEO of Compound Planning. “We believe to deliver exceptional service to entrepreneurs, professionals, families, and retirees, we must blend the personal touch of a dedicated advisor with a beautiful digital experience. That requires not only building exceptional technology, it also requires recruiting exceptional talent.” With 80+ years of combined financial services experience, these six advisors bring a wide range of skills and expertise to Compound Planning: Jonny Jonson, CPA : 12 years of wealth management and accounting experience serving high-net-worth families, tech employees, executives, and busy professionals at Bear Mountain Capital, Jonson Accounting Services, and PwC. Joseph Devorak IV : Over 10 years of financial services experience serving high-net-worth individuals and families at Personal Capital, Empower, and Charles Schwab. Kevin Mann, CFP® : 17 years providing unbiased financial advice and coordinating portfolio management with tax, legacy and estate planning at Personal Capital, Empower, and Charles Schwab. Matt Buenafe : More than a decade of financial services experience helping high net worth clients manage their personal finances at Personal Capital, Edward Jones, and Merrill Lynch. Mike O’Connor : 20+ years of experience in wealth management working with ultra-high-net-worth clients as well as other financial advisors. Tyler Morris : Over 13 years working with high-net-worth and ultra-high-net-worth clients to build holistic plans and simplify the complexities of their financial lives at Personal Capital, Lighthouse Financial, Scottrade, and Waddell & Reed. With the integration of these new team members, Compound Planning demonstrates its relentless pursuit of excellence and its ability to attract top talent in the wealth management industry, enhancing its technology-driven service offerings for high-net-worth clients. About Compound Planning: As your digital family office, Compound Planning offers a unique combination of personalized advisory services and a sophisticated digital platform, tailored for high-net-worth investors. Our holistic approach encompasses tax management, investment strategy, borrowing solutions, and more, all designed to empower informed financial decisions and a focus on what truly matters to our clients. For more information about Compound Planning’s approach to wealth management, visit compoundplanning.com . Contact: Rob Stella, CFP® (617) 675-2311 [email protected]
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