Education
- Illinois State University
Bachelor of Science in Finance and Risk Management/Insurance - College for Financial Planning
Master of Science in Personal Financial Planning
Jonathan A. Panzica
CFP®, EA, SE-AWMA℠, MS
Tax Strategy Advisor / Member Owner
Overview
Jonathan Panzica is a tax strategy advisor in Savant’s Peoria, IL 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’s degree in personal financial planning from the College for Financial Planning.
Outside of work, Jonathan enjoys spending time with family and friends, trying new restaurants, playing golf, and traveling.
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Enrolled Agent
- SE-AWMA℠
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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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.