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Jonathan Bird (CFP®, CWS)

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

  • Charitable Giving
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Additional Information

Farnam Financial is a fiduciary Investment Adviser based in Phoenix, Arizona.

We work with a select group of clients to help grow their nest egg, minimize taxes, and provide peace of mind through all markets.

Learn more at www.farnamfinancial.com

 

NAPFA Start Date

April 17, 2020

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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.
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.

This Office

2415 E Camelback Rd Ste 700 Phoenix, AZ 85016-4245 Phone: (602) 481-2468
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