Refinancing of Student Loans
This summer, we wrote a bit about the different types of student loans that are…
Jonathan joined the firm in 2016 with a strong background in financial planning, graduating from Virginia Tech’s accredited CFP program. During his time in school, he also earned multiple internships and externships in the field. A native of Northern Virginia, Jonathan enjoys the opportunity to travel down and visit with family and friends in the area.
Previous Experience
- Paraplanner/Associate at Independent Financial Counselors
Education & Credentials
- BS, Virginia Polytechnic Institute and State University, Finance
- Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
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Student Loan Planning
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