Verified recordFinancial Services

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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Email

1 credit

j•••••••@schwab.com

Phone

5 credits

+1 ••• •••• ••••

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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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