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Cfp Jonathan Gruber Chfc
Cfp Jonathan Gruber Chfc
President-Elect – Los Angeles | Financial Planning Association (FPA)
Los Angeles, California, United States
Cfp Jonathan Gruber Chfc
Summary
Jonathan Gruber is a dedicated financial professional with a focus on helping clients build their financial futures through personalized strategies. As the Managing Director at Capstone Partners Financial and Insurance Services, he leverages his extensive knowledge in income protection, investment strategies, and wealth management. Jonathan holds multiple licenses, including those for selling securities and insurance in California, ensuring he can provide comprehensive services. His leadership roles within the Financial Planning Association highlight his commitment to the financial community. With a background in marketing and public relations, he integrates unique insights into his financial advisory approach. Jonathan's educational achievements include a Bachelor's degree in Business/Corporate Communications from UCSB and a Certificate in Personal Financial Planning from UCLA Extension. He is passionate about becoming a lifelong resource for his clients, reflecting a deep commitment to their financial well-being.
Cfp Jonathan Gruber Chfc
Work Experience
President-Elect – Los Angeles at
Financial Planning Association (FPA)
November 2023 - Present
Director of Programs – Los Angeles at
Financial Planning Association (FPA)
January 2023 - Present
Managing Director at
Capstone Partners Financial and Insurance Services
February 2022 - Present
Financial Advisor at
Capstone Partners Financial and Insurance Services
March 2019 - Present
Financial Consultant at
Southeast Delco School District
September 2017 - February 2019
Marketing and Public Relations Manager at
JOHNNY GARLICS
July 2014 - August 2017
Manager at
Crunchbutton
May 2015 - March 2016
Manager at
BlueStar Parking
June 2014 - September 2015
Production Assistant at
Food Network
June 2013 - August 2013
Cfp Jonathan Gruber Chfc
Education
UCLA Extension, Certificate In Personal Financial Planning
January 2020 - January 2021
University of California, Santa Barbara, Bachelors
January 2013 - January 2017
Cardinal Newman High School
January 2009 - January 2013
Frequently Asked Questions about Cfp Jonathan Gruber Chfc
What is Cfp Jonathan Gruber Chfc email address?
Cfp Jonathan Gruber Chfc's primary email address is ***************@financialguide.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Jonathan Gruber Chfc work for?
Cfp Jonathan Gruber Chfc is a President-Elect – Los Angeles at Financial Planning Association (FPA), a company specializing in Monetary Authorities-Central Bank.
Where Cfp Jonathan Gruber Chfc graduated from?
Cfp Jonathan Gruber Chfc holds a degree in Finance, General from UCLA Extension.
How can I directly contact Cfp Jonathan Gruber Chfc?
To contact Cfp Jonathan Gruber Chfc directly, you can use the email address ***************@financialguide.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Jonathan Gruber Chfc?
Jonathan Gruber is a dedicated financial professional with a focus on helping clients build their financial futures through personalized strategies. As the Managing Director at Capstone Partners Financial and Insurance Services, he leverages his extensive knowledge in income protection, investment strategies, and wealth management. Jonathan holds multiple licenses, including those for selling securities and insurance in California, ensuring he can provide comprehensive services. His leadership roles within the Financial Planning Association highlight his commitment to the financial community. With a background in marketing and public relations, he integrates unique insights into his financial advisory approach. Jonathan's educational achievements include a Bachelor's degree in Business/Corporate Communications from UCSB and a Certificate in Personal Financial Planning from UCLA Extension. He is passionate about becoming a lifelong resource for his clients, reflecting a deep commitment to their financial well-being.
Cfp`s contact details
***************@financialguide.com
*******@capstone.financial
**@capstonepartnersfinancial.com
Colleagues