
Jonathan Pearson, CFP®
Jonathan is a financial advisor who provides comprehensive financial planning and wealth management services to a variety of individuals including working professionals, executives, and business owners. His specialized services include risk management, retirement strategies, tax planning strategies, estate planning, and money management within the context of the complex and ever-changing financial landscape.
Jonathan believes that the core foundation of an investment strategy must rest on a sound comprehensive financial strategy. Therefore, he approaches each client’s portfolio with an in-depth needs-based analysis. He tailors each investment strategy to fit those needs while considering other factors like the appropriate level of risk tolerance, time horizon, and any unique financial goals. Through an individualized financial process, he can recommend objective investment strategies designed to help address his clients’ needs and lead them toward their financial goals.
Jonathan’s experience has taught him that while the financial strategy is the foundation to financial success, effective and value-added asset management is critical in pursuing the goals of the financial plan. For that reason, he is devoted to continual research and education in how best to work with his clients and their finances. In demonstration of this commitment, he received a bachelor’s degree in finance from the University of Iowa and continued his education by achieving the CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional designation in 2008.
Jonathan was born and raised in Urbandale, Iowa, and lives in Urbandale with his wife, Anne; and their children, Katelyn, Landon, and Stella. He enjoys spending time with his family in addition to golfing, fishing, and attending sporting events.
JPearson@WAIowa.com
(515) 974-4569