Jonathan Alexander
CFP®, CLTC

CONNECT

Address:

40 Monument Road
Bala Cynwyd, PA 19004

Phone:

610-660-4607

About Jonathan

Jonathan is a Certified Financial Planner™ Professional (CFP®) who began his career in financial services in 2010 working for Lincoln Financial Group as a long term care and life insurance specialist.  

Having seen many people’s lives permanently altered by a lack of risk management planning within their financial plan, Jonathan’s approach to comprehensive financial planning factors in life’s expected but also potentially unexpected changes.  Jonathan’s multi-step planning process will factor in all your goals and track your progress toward achieving them. 

As a client of Jonathan’s, you will have an advocate, a coach, and an accountability partner that will keep you focused on the right path toward achieving your goals.  With his regular reviews and follow up meetings, your plan’s progress will always be up to date and he will be there to address whatever circumstances life throws your way. 

Jonathan grew up in Syracuse, NY and is a graduate of Temple University.  In his free time, Jonathan enjoys spending time with his family, volunteering for the numerous organizations he supports and avidly cheering on his favorite sports teams.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck