Jonathan Bird
CFP®, CWS®
Farnam Financial
Financial Planner & Investment Advisor
Jonathan Bird
CFP®, CWS®
Farnam Financial
Financial Planner & Investment Advisor
Our mission is to turn your financial house into a financial castle. What do we mean by that? A physical castle represents protection and longevity. The portfolio and recommendations that Farnam offers are all designed to protect your lifestyle, provide peace of mind, and help ensure your money will last. We do this by prioritizing the protection of your principal and generation of reliable income. - Jonathan Bird, CFP®, CWS®
Fee-Only financial planner located in Phoenix serving retirees and near-retirees throughout Arizona and across the country.
Farnam Financial is an independent investment advisory firm that serves clients in retirement or nearing it. We provide portfolio management, financial planning, tax planning, and other wealth management services. Our goal is to your financial house into a financial castle by helping provide three primary benefits: more money for you and your family, lowering your tax bill, and peace of mind through any market. We are proud to serve as a fee-only fiduciary and never charge commissions or sell products. We work with clients in-person, virtually, and by phone.
Jonathan Bird is a Phoenix, AZ fee-only financial planner. Farnam Financial provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jonathan Bird is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jonathan Bird was born in Phoenix, Arizona and graduated from Creighton University. He previously worked for Charles Schwab & Co. and managed over $250 million in client assets for 205 high-net-worth families. With eight years of financial services experience, he holds both the Certified Financial Planner™ and Certified Wealth Strategist™ professional designations. He is the author of the Amazon #1 Best-selling book, Income on Demand - Master Your Retirement Portfolio, Ignore the Market, and Leave the IRS Weeping.
Outside of work, Jonathan enjoys running a Junto group inspired by Benjamin Franklin’s autobiography. He also enjoys reading, golf, and pickleball.
Jonathan Bird is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our mission is to turn your financial house into a financial castle. What do we mean by that? A physical castle represents protection and longevity. The portfolio and recommendations that Farnam offers are all designed to protect your lifestyle, provide peace of mind, and help ensure your money will last. We do this by prioritizing the protection of your principal and generation of reliable income.
Investing
Rule #1 is don’t lose money. Rule #2 is don’t forget Rule #1. Index funds help protect you against inflation, keep your taxes low, and keep your fees lower.
Retirement
Written in plain English, our retirement plans can help answer, “When can I safely retire? When should I take Social Security? How much can I spend and still have the portfolio value I want leftover?”
Education
We also provide an educational program that helps ensure your peace of mind through any market downturn.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Income Planning
- Tax Planning
- Investment Management
- Comprehensive Financial Planning
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Sudden Money Situations
- Attorneys & Judges
Working Together
- In-Office Meetings
- Virtual Meetings
- Transparent Compensation
- Zero commissions
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jonathan Bird is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jonathan Bird is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jonathan Bird is a is a Certified Wealth Strategist® (CWS)The Certified Wealth Strategist® utilizes a blended learning approach that includes instructor-led training, 13 Wealth Management Issues study guides, online mastery exams, conversation skill builders and eLessons. The learning experience culminates with a Capstone Project: a written document demonstrating a sustainable framework which applies the new knowledge and skills to the practitioner’s business. The program provides the knowledge, the practice management formula, and the critical client interaction skills to create and build a dynamic Wealth Advisory practice that works effectively with complex client issues.
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Jonathan Bird is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Jonathan Bird is Quoted in the Wall Street Journal: "Fear Over Social Security’s Future Leads Some to Claim Retirement Benefits Early"
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Jonathan Bird is Quoted on MSN Money: "About To Retire? Follow These Steps for a Seamless Transition"
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Jonathan Bird is Quoted on GoBankingRates.com: "9 Things Tax Filers Over 65 Need To Know in 2023"
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Jonathan Bird is Quoted in Forbes: "Trading Basics: Limit Order Vs Market Order"
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Jonathan Bird is Quoted on CNN.com: "How to recession-proof your investments"
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Jonathan Bird is Quoted on Medium/Making of a Millionaire: "Can Spending $10,000 on a Wonderful Couch Make Perfect Sense?"
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Jonathan Bird is Quoted on MSN Money: "Feeling the Squeeze: Are Workers Being Left Behind by Inflation?"
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Jonathan Bird is the Author of Income on Demand
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Jonathan Bird is Featured in Shoutout Arizona
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Jonathan Bird is a Guest on Author Hour: "Income on Demand"
Contact Jonathan Bird
Office Locations:
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2415 E Camelback Rd
Suite 700
Phoenix, AZ 85016
