Jonathan BrummerChartered Financial Analyst
CERTIFIED FINANCIAL PLANNER™
Specializing in portfolio construction and investment planning strategies, Jonathan delivers impactful solutions across the spectrum of holistic wealth management. Jonathan is also committed to making the complex, simple: working with clients to organize their financial lives, prioritize their goals, and seamlessly implement plans that strive to solve for the challenges they face.
Jonathan is a graduate of Vassar College with a Bachelor of Arts in Economics. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planning (CFP®) designations. He also holds the Series 7 and Series 66 registrations, and life, health, and long term care insurance licenses.
Jonathan is passionate about music and the arts and serves on the board of directors for the Boston Festival Orchestra. He is also an avid rower, sculling with Community Rowing Inc. in Boston and having competed for the West Side Rowing Club in Buffalo, NY and the New York Athletic Club. Jonathan lives in Medfield, MA with his wife Kym and their son Jack, where they enjoy hiking, cooking, and playing music.
CA Insurance License Number: 4106686. Resident State CA.