Jonathan Strauss, CFP
Managing Partner
Team WEIL since 2016.
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Jon Strauss is a Managing Partner at Christopher Weil & Company (WEIL), where he advises families and business owners on the full picture of their financial lives, including investments, tax-aware strategy, estate transitions, and multi-generational planning. He likes this work because it helps people make good decisions when it matters most.
Jon’s approach is straightforward. He prioritizes clarity, connects the moving parts, and pushes for coordination so decisions reinforce each other instead of creating unintended tradeoffs.
In addition to advising clients directly, Jon also helps shape how the firm operates (how it communicates, how it delivers advice, and how it supports clients through real-life decisions). The client perspective helps inform the way he leads.
Jon is a Registered Investment Advisor Representative and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He is a graduate of Point Loma Nazarene University and San Diego State University’s Executive Tax and Financial Planning program, and he is a Trusted Charitable Advisor with the Jewish Community Foundation.
Outside of the office, Jon serves on the board of Just in Time for Foster Youth and mentors in their Financial Fitness program. He lives in Cardiff with his wife, Mary, their daughter, and their Maltipoo, Lady. Most of his free time is spent with family, and when he gets a window he enjoys surfing, golf, the gym, and cheering for the Lakers.
(858) 724-6049
