Jonathan vander Werff
Financial Planner at Charles Schwab
Based in Phoenix, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Phoenix
Industry
Financial Services
Company size
34K
Contact information
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j•••••••@schwab.com
Phone
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Background
About Jonathan vander Werff
Advised employer plan participants from 2007-2010, mastering 401k and 403b plans. Then moved on to serving over 600 high-net-worth Vanguard Flagship families from 2010-2015. Attained my CERTIFIED FINANCIAL PLANNER™ designation in 2013 and practiced financial planning from 2015-2018. I brought my experience to other advisers as a planning consultant through 2019. In 2020-2021, I expanded my experience and knowledge to include tax preparation and tax planning as it relates to comprehensive planning. I recently helped design and launch our new tax planning membership and I'm currently enrolled in the Tax Planning Certified Professional™ program. Now I'm acting as my clients'"head coach" at My Financial Coach, coordinating their team of financial professionals - ensuring that we're all focused on the same goal of financial success.
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