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Jonathan Strauss, CFP

Director, Business Development
Manager, Advisory Team
Financial Advisor

Team WEIL since 2016.

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Initially Jon’s interest in financial advisory was rooted in a need to understand how to set and achieve financial goals for his own family. Realizing that he had a passion for the craft and a desire to share his knowledge, Jon made his move to WEIL.

 

Jon is a Registered Investment Advisor Representative, a CERTIFIED FINANCIAL PLANNER™ (CFP®), a graduate of the Executive Financial Planning program at San Diego State University, and a Trusted Charitable Advisor with the Jewish Community Foundation. Pairing his education with a ground-up study of WEIL’s business has perfectly positioned Jon to lead the Advisory Team as WEIL partners with our clients in navigating their financial lives.

Having honed his skills in financial advising and managing a team of advisors, in 2024 Jon was named WEIL's  Director of Business Development. In this capacity Jon is not only responsible for the spectrum of advisory-related services at WEIL but also with the overall health of WEIL's client relationships and business growth. His dedication to building strong connections with clients has been instrumental in attracting new business and expanding our firm's assets under management.

 

With a specific interest in creating opportunities to increase financial literacy, Jon sits on the board of Just In Time for Foster Youth. He also serves as a mentor and a volunteer for their Financial Fitness program.

 

Jon and his wife, Mary (also a member of Team WEIL) live in north county with their beautiful daughter and their beloved Maltipoo, Lady. In his free time, Jon is a golfer, surfer, and professional sports enthusiast (Go Lakers!).

jstrauss@cweil.com

(858) 724-6049

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Jonathan Strauss
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