Jonathan Heagle
CFP®, CFA®
Mountain Vista Wealth Management
Retirement Planner | Investment Specialist | Real Estate Investor
Jonathan Heagle
CFP®, CFA®
Mountain Vista Wealth Management
Retirement Planner | Investment Specialist | Real Estate Investor
By combining fee-only, financial planning with customized investment strategies, including private market investments and real estate, we help our clients build towards and secure their ideal retirement lifestyle. - Jonathan Heagle, CFP®, CFA®
Fee-Only financial planner located in Santa Barbara, CA, serving clients locally and across the country
Jonathan Heagle is a Santa Barbara, CA fee-only financial planner. Mountain Vista Wealth Management provides comprehensive and objective financial planning, investment management services, and hourly financial consulting to help Gen Xers and Baby Boomers organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jonathan Heagle is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jonathan Heagle is the founder and president of Mountain Vista Wealth Management, LLC, a firm that specializes in retirement planning and the creation and management of customized investment portfolios. He is a real estate investor, and, therefore, familiar with the unique benefits and risks of the asset class.
Jonathan graduated magna cum laude, earning a bachelor’s degree in finance, from Boston College and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst® (CFA®) designations.
Jonathan has 21 years of industry experience, including 16 years on Wall Street. Prior to founding Mountain Vista in 2017, he worked as a mortgage trader at Goldman Sachs during the mortgage crisis and as a proprietary trader and portfolio manager for the Royal Bank of Canada. He was responsible for portfolios with assets upwards of $3 billion. These experiences taught him the importance of risk management and helped shape his investment approach at Mountain Vista.
When he is not creating financial plans, consulting with clients or stress-testing portfolios, you can find him snowboarding in the backcountry or cycling around his hometown of Santa Barbara. He is also a proud husband and father of two daughters.
Read more about Jonathan’s story here: https://mountainvistawealth.com/my-journey-to-becoming-a-financial-advisor-jonathan-heagle/
Jonathan Heagle 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.
Mountain Vista is a fee-only registered investment advisor dedicated to guiding our clients to a secure financial future through strategic wealth management and financial planning.
We specialize in working with real estate investors, individuals and companies with retirement planning needs. Our clients want to develop a lasting relationship, built upon competency and trust. They are action-oriented and want to improve personally and financially.
We are a fiduciary, which means we are legally obligated to act in our clients’ best interest when making recommendations.
We are fee-only, which means the advice given and investments made have the purpose of achieving your goals and not generating fees and commissions.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Planning
- Real Estate Investing
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- High Net Worth
- Real Estate Investors
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No High Pressure Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jonathan Heagle 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 Heagle 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 Heagle 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 Heagle is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Jonathan Heagle is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Contact Jonathan Heagle
Office Locations:
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1514 Anacapa St
Santa Barbara, CA 93101
