Jonathan Whitmore

Financial Paraplanner (CFP® Preliminary)

Jonathan joined Perfected Wealth Management in early 2023 as a Financial Paraplanner. He has been an incredible addition to the PWM team, recently earning his CFP®! In his own words, finding PWM was a “God Thing”. Armed with a degree in Architectural Engineering from Cal Poly SLO, he exhibits a strong grasp of numbers, coupled with a deep care and genuine love for people. He spent 19 years in college ministry, successfully leading teams within the organizations he worked for.

Jonathan has always harbored a passion for wise investing. He is exceptionally detail-oriented, systems-driven, and possesses a unique ability to solve and simplify complex situations - attributes crucial in Financial Planning. Currently, he is immersed in "Managing Retirement Plans to Meet Today’s Challenges" and frequently tunes into podcasts such as Kitces and Carl. This underscores his real-time commitment to remaining sharp and relevant in all facets of Wealth Management.