Jonathan’s Approach
Jonathan A. Panzica
CFP®, EA, SE-AWMA℠, MS
Financial Advisor / Member Owner
Overview
Jonathan Panzica is a financial advisor in our Peoria, Illinois, office. Involved in the financial services industry since 2019, Jonathan joined Savant after interning with the firm, where he quickly acclimated to its long-term vision.
As a CERTIFIED FINANCIAL PLANNER® professional and Sports & Entertainment Accredited Wealth Management AdvisorSM (SE-AWMASM), Jonathan is knowledgeable in multiple areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, he’s an Enrolled Agent (EA), licensed by the Department of the Treasury to practice before the Internal Revenue Service.
Jonathan earned a bachelor’s degree in finance and risk management/insurance with a minor in economics from Illinois State University, where he was an honors student and recipient of the ISU Finance Futurity and Finance Initiative awards. He also participated in the Financial Planning Association and Students in Finance. He earned a Master of Science (MS) in personal financial planning from the College for Financial Planning.
Outside of work, Jonathan enjoys traveling to new places with his fiancée, especially in search of new restaurants. When he isn’t rooting for Ohio State, he spends his spare time on long walks, playing golf, or visiting with friends and family.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Education
- Illinois State University
Bachelor of Science in Finance and Risk Management/Insurance with a minor in Economics - College for Financial Planning
Master of Science (MS) in Personal Financial Planning
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Enrolled Agent
- Sports & Entertainment Accredited Wealth Management Advisor℠
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.