Jonathan Basta

Background

About Jonathan Basta

Hello! Hola! Ciao! If you're looking to chat about investments, travel, soccer, or supporting our community, let's connect! Check below for a snapshot of what I do as a financial advisor: WHAT: I work to help my clients and their families develop, implement, and monitor a financial plan so they don't have to. Unfortunately, so many don't have the time or information to make efficient financial decisions. I am here to change that and help you live in financial security so you can focus on what matters to you. HOW: No two people have the exact same situation, therefore your journey will be unique to you. 1) To begin, we will first take the time to find out your goals, dreams, and concerns. 2) Only then can we propose and implement a personalized strategy that makes sense for your situation. 3) Finally, we will partner together throughout your life to keep you informed and on track so you can focus on what gives you joy. WHO: We are a small, personal office serving the amazing people who make our community great: families, widows, small businesses, and professionals who invest so much into our society - sometimes forgetting to invest in themselves too. To best serve my clients, I hold the CRPC® designation (Chartered Retirement Planning Counselor) and am fully licensed in 8 states, including PA and NJ. My clients are also supported by a brilliant team of analysts, my branch partner Shawna, and a network of local tax and legal professionals. Outside of work, I am actively involved with my local Chamber of Commerce, several non-profit organizations, my family's travel business, and doing life with my bride, For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see