1869 Charter Lane Suite 302 Lancaster , PA 17601

717.393.9721

Jonathan Lipshutz serves as a financial advisor, 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.

Articles &
Media

Pre-Tax vs. Roth 401(k): The Decision Often Depends on Timing, Not Just Preference

Are Target-Date Funds Enough for Retirement?

The Real Power and Limits of a POA

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®, 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.

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