Jonathan Strauss, CFP
Advisory Team Manager - 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.
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 beloved Maltipoo, Lady. In his free time, Jon is a golfer, surfer, and professional sports enthusiast (Go Lakers!).
(858) 724-6049
