Jonathan Mabb, RICP®, LUTCF®

Financial Planner

PROFESSIONAL BACKGROUND

Jonathan Mabb, RICP®, LUTCF®, is a Financial Planner, joining the firm in 2005.  Jonathan feels that knowledge is the key to a successful financial future. His background, experience, and commitment to providing his clients with the resources they need to make financial decisions, can help make their financial future successful.  He prides himself on getting to know each client so that he can understand their individual needs and what matters most to them. This enables him to recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Jonathan attended The American College of Financial Services where he earned his CFP® and LUTCF® designations.  He holds FINRA Series 6, 7, and 63 Registrations and is Life, Accident and Health licensed.

Jonathan enjoys basketball, football, camping, hiking, and spending time with his wife and four children.

CRN202408-655470