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 is a financial advisor in Savant’s Wellesley, MA office.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Trust and Fiduciary Advisor (CTFA®), Jonathan is knowledgeable in all 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.
Jonathan has been involved in the financial services industry since 2016. He was a financial planning analyst for The Relaxing Retirement Coach, Inc. from 2022 until it joined with Savant in 2023. Prior to joining The Relaxing Retirement Coach, Jonathan spent six years in trust administration and wealth management with Cambridge Trust and US Bank.
Jonathan earned a bachelor of science degree in accounting with a minor in psychology from Ithaca (NY) College and completed the three-part Cannon Financial Institute Trust School.
Jonathan grew up in Chestnut Hill near downtown Boston and currently lives in South Boston with his wife and aussiedoodle. In his free time, 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.