Jonathan holds an Economics degree from California State University, Fullerton, and is pursuing a Graduate Degree in Economics from California State Polytechnic University, Pomona. Jonathan has been a financial consultant for over 20 years, and holds the Series 4, 6, 7, 24, 53, & 63 securities exams with Independent Financial Group, which qualify him as a Registered Investment Advisor Representative, Municipal Securities Principal, Registered Options Principal, and Registered Principal, Independent Financial Group.
Services
We will remain faithful to proven and time-tested principles of Wealth Management and Asset Protection, in order to provide you with the confidence you need to invest. Ethically, we strive to operate our business in such a way that we will someday be able to pass our business to the next generation.
The first step in the investment process is discovery, where we sit down and listen to try to get an understanding of where you are now and where you want to be, what you have done in the past, and what are your concerns and expectations. We then take the information gathered in the discovery phase, go back to the office and work to develop a comprehensive plan created specifically to address the needs of your particular situation.
The greatest investment advisor of the twentieth century, Benjamin Graham was the author of two seminal books on investing: "Security Analysis", the textbook for the investment industry, and "The Intelligent Investor, " the first book ever to describe, for individual investors, the emotional framework and analytical tools that are essential to financial success.
The basic investment choices for the capitalist are stocks, bonds, and real estate. Stocks represent equity, or an ownership interest, in large, publicly traded corporations. Bonds represent debt, or lending money to those same corporations, as well as to municipalities and governments. Real estate is the buildings occupied by the corporations, municipalities, governments and their employees.
The S&P 500 Index is a commonly recognized, market capitalization weighted index of 500 widely held equity securities, designed to measure broad U.S. equity performance The S&P 500 Index is unmanaged and cannot be invested into directly. Past performance is no guarantee of future results. Investing involves risks including loss of principal.
Reviews
Be the first to review Platinum Wealth Management.
Write a Review
