Jonathan DeYoe

Jonathan DeYoe

AIF®, CPWA

Jonathan is a Financial Advisor who helps clients build, manage, and preserve wealth, develop a plan for retirement and understand difficult financial tradeoffs.

  • About Jonathan
  • Questions & Answers

Advisor Details

Contact Advisor
Company
LPL Registered Principal at DeYoe Wealth Management
Address
2150 Shattuck Ave. Ste 700
Berkeley CA, 94704
Phone
(510) 848-0012
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About Jonathan

6 years managing investments for clients of Wall Street firms, 14 years running an independent financial planning practice.

Jonathan blogs at The Happiness Dividend Blog. DeYoe Wealth Management focuses on retirement income planning. New clients are usually 3-5 years away from the big retirement decision. They are planning-oriented, they are interested in creating an income they cannot outlive, leaving a legacy for family and gifting to charity both in life and in death - usually roughly in that order.

Jonathan's team works with folks who are interested in completing a comprehensive financial planning process, desire to understand t...

Education

  • BA, Philosophy (Religious Studies), Montana State University

Certifications

Registrations
Designations
?
Insurance License
  • CA: #OC21749

Tips from Jonathan

Jonathan's videos

  • Do you evaluate prospective clients?
  • How did you go from studying Buddhism to being a financial advisor?
  • How do you choose services and advisors to refer your clients to

Typical Clients & Fee Structure

Typical Clients

People near retirement
Widows/widowers
Women

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Other
May be paid in the form of a salary, monthly retainer fee, etc. Contact advisor for further details.

Disclaimer

The opinions voiced in this material are for general information only and are not intended to provide specific investment advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to i...