Jonathan D. Thompson brings a passion to helping each client reach financial dreams through an integrated, multi-dimensional approach to wealth management. Jonathan holds the Chartered Retirement Planning Counselor? designation. He works with clients to create wealth management strategies to help optimize wealth while minimizing risk. Jonathan was raised in Los Angeles and received his B.A. in Finance from Azusa Pacific University. Jonathan is deeply connected to his community in Novato and enjoys coaching youth sports throughout Marin County. Advice Beyond Investments: You are always doing for others. When it comes to your money, it's time for you. With commitments to career, family, business, and community, is it any wonder that you struggle to find time for your own health, relaxation, and creativity? Financial decisions must begin with an understanding of who you are, and what is important to you. Our mission is to improve the quality of your life by improving the quality of your decisions. We work successfully with professionals, business owners, and affluent families. We know how you think and respect your time. Most importantly, we know how to listen. We couple the resources of a large financial services firm with the individualized attention associated with a boutique firm. We proudly help you focus on any of the following individually or in or combination to bring you closer to your dream: Financial organization Educational funding Transitional consulting Sudden wealth advising Non-traditional advising Investment strategy Risk management Legacy exploration Charitable giving strategies Cash flow analysis Retirement & in consultation with your tax advisor, tax implications of strategies. Chartered Retirement Planning Counselor? and CRPC are registered service marks of the College for Financial Planning