Jonathan Spector
MS, CFP®
EP Wealth Advisors
Vice President/Partner
Jonathan Spector
MS, CFP®
EP Wealth Advisors
Vice President/Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jonathan Spector, MS, CFP®
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Jonathan Spector is a Walnut Creek, CA fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jonathan Spector is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Jonathan Spector is a CERTIFIED FINANCIAL PLANNER™ professional and Partner with EP Wealth Advisors. He is a member of the Financial Planning Association with more than a decade of experience in the financial services industry. In 2014 Jon joined Personal Financial Consultants, Inc., which became part of EP Wealth Advisors in 2019. Prior to this, he was a wealth manager in San Francisco and an investment consultant in Los Angeles. He also has extensive experience creating and monitoring financial plans with clients. A history buff, Jon’s quest to stay on top of what’s going on in the current economic and political landscape gives him valuable perspective that informs his work. Jon and his wife Songyi live in East Richmond Heights with their two young sons. An occasional runner and regular hiker, he and his family enjoy weekend trips to the mountains and coast.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jonathan Spector 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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EP Wealth - Awards and Recognition
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Free Resources From EP Wealth Advisors
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Jonathan Spector is Mentioned in Financial Advisor Magazine: "Calif. RIA With $5 Billion Continues Acquisition Binge"
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Jonathan Spector is Mentioned on Business Wire: "EP Wealth Advisors Acquires Personal Financial Consultants"
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EP Wealth Advisors is Named to Financial Planning Magazine's RIA Leaders 2020: High Touch, High Tech
Contact Jonathan Spector
Office Locations:
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1333 N California Blvd.
Suite 100
Walnut Creek, CA 94596
