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Jonathan Grannick (CFP®)

Jonathan Grannick focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice without Ongoing Management
  • Millennials

Planning Specialties

What We Do: Holistic financial planning and investment management on an ongoing or one-time basis.

Who We Serve: Travel loving young families & professionals in San Diego and nationwide.

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

Additional Information

I help travel loving young families & professionals in San Diego (and nationwide) 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.

Schedule a free 30 minute introductory call to chat further!

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NAPFA Start Date

August 27, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4074 Shasta Street San Diego, CA 92109 Phone: (678) 768-8069
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