Jonathan Grannick
CFP®
Wonder Wealth LLC
Founder and Financial Advisor
Jonathan Grannick
CFP®
Wonder Wealth LLC
Founder and Financial Advisor
I’m here to guide you towards a life of options, not limitations. - Jonathan Grannick, CFP®
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Jonathan Grannick helps travel-loving young families and professionals in their 20's, 30's & 40's use their money to do more of what they want in life (travel, buy a home, save for the future, invest, provide for a family, etc). I help people find a balance between an EPIC today and a SECURE tomorrow. Finances are SO easy to procrastinate on, his goal is to help you go from "One Day" to "Day One" in your journey to financial freedom (and fund a lifestyle of kickass experiences along the way). I'm not your Father's conventional financial planner.
Jonathan is a fee-only financial advisor based in San Diego, CA serving clients locally and across the country. He loves to scuba dive, play beach volleyball, and help people use money to live a life they love. As a fee-only, fiduciary, and independent financial advisor, Jonathan Grannick is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jonathan Grannick is the Founder of Wonder Wealth, located in San Diego, CA and serving clients across the country.
I help travel loving young families & professionals (in their 20's, 30's, & 40's) say YES to travel (or whatever their dream). Balance an adventurous life today with being financially prepared for tomorrow. Go from “One Day” to “Day One” in your journey to financial freedom.
Why younger clients: One word, IMPACT. It’s incredible what’s possible if you make smart financial moves now, not later.
My Mission: To educate, empower, & guide you to a life full of options, not limitations.
What We Do: Holistic financial planning on an ongoing or one-time basis.
Who We Serve: Our niche focuses on working with travel loving young families & professionals in their 20’s, 30’s, and 40’s.
Financial Planning Specialties:
– Ask powerful questions to explore your money mindset
– Create a life vision that inspires you
– Credit card rewards planning for free travel
– Prioritize income: Pay down debt vs investing vs experiencing life now
– Automate your savings & debt payments for consistency & simplicity
– Student loan payoff strategies and planning
– Create & execute an investment strategy
– Create a plan to pay for your children’s education
– Run long-term financial freedom projections
– Review to make sure you have the proper insurance in place
– Maximize the value of your employee benefits
– Review for tax reduction strategies
– Guidance on your estate plan
– Rent or buy decisions: How much house can you afford & tradeoffs
Schedule a free 30 minute introductory call to chat further!
Jonathan Grannick 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.
What We Do: Holistic financial planning on an ongoing or one-time basis.
Who We Serve: Our niche focuses on working with travel loving young families & professionals in their 20's, 30's, and 40's.
Financial Planning Specialties:
- Ask powerful questions to explore your money mindset
- Create a life vision that inspires you
- Prioritize income: What goes to paying debt vs investing vs experiencing life now
- Automate your savings & debt payments for consistency and simplicity
- Create & execute an investment strategy
- Create a plan to pay for your children's education
- Run long-term financial freedom projections
- Review to make sure you have the proper insurance in place
- Maximize the value of your employee benefits
- Review for tax reduction strategies
- Guidance on your estate plan
- Credit card rewards planning for free travel
- Rent or buy decisions: How much house can you afford & tradeoffs
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Cash Flow Planning
- Rent/Buy Decisions
- Investment Management
- Travel Hacking with Credit Cards
- FIRE (Early Retirement)
- College Education Planning
- Real Estate & Passive Income
- Reframing Psychology Around Money
Ideal Clients
- Growing Families
- HENRY's
- Mid Career Professionals
- Young Professionals
- Business Owners and Executives
- Sudden Money Situations
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jonathan Grannick 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 Grannick is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jonathan Grannick 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 Grannick Offers Expert Advice: "Finding the Best Auto Insurance in Maryland" on MoneyGeek
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Jonathan Grannick is Featured on the Worth Listening Podcast: "Lessons from a Globetrotting CFP®: Don't Just Build Wealth, Experience It"
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Jonathan Grannick Discusses "Relating with Money" on the Mental Money Podcast
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Jonathan Grannick is Mention on Black River Captial's: "GUIDE TO HIRING A VIRTUAL PARAPLANNER"
Contact Jonathan Grannick
Office Locations:
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By Appointment
San Diego, CA 92109
