Jonathan Wittlin, CFP®

Jonathan Wittlin, CFP®, is a seasoned Certified Financial Planner™ practitioner with a strong background in tax and accounting. With over 20 years of experience in Wealth Management, he has a passion for assisting individuals in achieving financial success.

Jonathan collaborates closely with clients, offering comprehensive wealth management services covering retirement, estate planning, taxes, and investment management. He acts as a trusted advisor, financial coach, and accountability partner, guiding clients through the intricacies of financial planning with a well-defined process refined over his extensive career.

His tenure includes roles such as Managing Director – Client Advisor at Freestone Capital Management, Principal | Wealth Advisor at Parallel Advisors, LLC, and Managing Director | Head of Financial Planning at Lenox Wealth Advisors. Jonathan's professional journey also encompasses positions at Parallel Advisors, Lenox Advisors, and Palladium Equity Partners, showcasing his diverse expertise in the financial services sector.

Jonathan Wittlin completed his Bachelor of Science degree in Accounting (CPA Track) from Syracuse University's Martin J. Whitman School of Management, laying a solid academic foundation for his successful career.

Jonathan's commitment to providing top-tier service and personalized financial guidance is apparent through his premium client experience model at Freestone. He aims to empower clients, giving them peace of mind and allowing them to focus on their passions while entrusting their financial well-being to his capable hands.