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Cfp Jonathan Gruber Chfc

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Cfp Jonathan Gruber Chfc

President-Elect – Los Angeles | Financial Planning Association (FPA)

Los Angeles, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cfp Jonathan Gruber Chfc

Work Experience

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President-Elect – Los Angeles at

Financial Planning Association (FPA)

November 2023 - Present

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Director of Programs – Los Angeles at

Financial Planning Association (FPA)

January 2023 - Present

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Managing Director at

Capstone Partners Financial and Insurance Services

February 2022 - Present

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Financial Advisor at

Capstone Partners Financial and Insurance Services

March 2019 - Present

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Financial Consultant at

Southeast Delco School District

September 2017 - February 2019

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Marketing and Public Relations Manager at

JOHNNY GARLICS

July 2014 - August 2017

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Manager at

Crunchbutton

May 2015 - March 2016

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Manager at

BlueStar Parking

June 2014 - September 2015

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Production Assistant at

Food Network

June 2013 - August 2013

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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

mail

***************@financialguide.com

*******@capstone.financial

**@capstonepartnersfinancial.com

Colleagues

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Cfp David Dickens Cpfa

Regional Vice President

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Jan Dungan

Chapter Executive

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