Jonathan Kiehl (BS, CFP®, CKA®, MBA)
Jonathan Kiehl focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Charitable Giving
- Entrepreneurs
- Investment Advice with Ongoing Management
- Millennials
- AUM
- Baby Boomers
- Charitable Giving
- Entrepreneurs
- Investment Advice with Ongoing Management
- Millennials
Planning Specialties
Jonathan specializes in tax-efficient planning and investing based on years of experience working hand-in-hand with clients' investments and taxes.
Jonathan's financial planning process aims to provide peace of mind and clarity through a personalized discovery process and a comprehensive one-page financial plan; revisited often to ensure continual alignment with your current life situation.
Additional Information
Jonathan spent over a decade working on time machines for Rolex Watch, USA before entering the financial services industry in 2015. Serving as Rolex’s technical instructor allowed him to develop analytical skills, an eye for detail and a passion to educate: all skills he now enjoys applying to his clients’ financial plans.
As a CERTIFIED FINANCIAL PLANNER™, Jonathan is dedicated to maintaining a high standard of education. In addition to being a CFP®, he received his Bachelor of Science in Business Administration from Elizabethtown College and his MBA in Personal Financial Planning from Indiana Wesleyan University.
NAPFA Start Date
November 03, 2021
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.