Jonathan M. Lipshutz
CFP®, CTFA®
Financial Advisor
“A part of all you earn is yours to keep.” – George S. Clason
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Education &
Jonathan Lipshutz serves as a financial advisor in our Wellesley, Massachusetts, office, where he focuses on comprehensive financial planning, wealth transfer strategies, and proactive income and estate tax planning. Jonathan helps individuals and families navigate retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jonathan entered the financial services field in 2016 and built his career in trust administration and wealth management with Cambridge Trust and U.S. Bank. He worked as a financial planning analyst with The Relaxing Retirement Coach, Inc. from 2022 until it joined Savant in 2023.
He earned a bachelor’s degree in accounting with a minor in psychology from Ithaca College in New York. Afterward, he completed the three-part Cannon Financial Institute Trust School and holds the CERTIFIED FINANCIAL PLANNER® professional and Certified Trust and Fiduciary Advisor (CTFA®) designations.
A Chestnut Hill native, Jonathan lives in South Boston with his wife and their Aussiedoodle. He enjoys traveling, cooking, playing golf and hockey, and spending time with friends and family.
Education &
Designations
- Ithaca College
Bachelor of Science in Accounting with a minor in Psychology - Cannon Financial Institute Trust School
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Trust and Fiduciary Advisor (CTFA®)
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.