Helping Families, Professionals & Businesses to Build and Preserve Wealth
Jonah joined The Bulfinch Group in June 2021 and his goal is to help his clients achieve financial clarity. Through this process, clients can gain a comprehensive understanding of their overall financial picture and can focus on strategies that fit with their goals and future aspirations. Jonah is aiming to help those individuals and families not financially literate and wants to help those in difficult situations by reducing the negative emotion caused by not having a financial strategy in place. Jonah also wants to help professionals and small businesses get financially organized and help plan for the future. The Bulfinch Group stood out to Jonah due to the firm's holistic approach and similar core values.
Jonah graduated from the University of Rhode Island with a B.S. in Business Administration, majoring in Finance. He was an active member of the Sigma Alpha Epsilon fraternity, taking on leadership roles such as the Standards & Ethics Board, and played an integral role in the fraternity's annual Rhodython fundraiser. Community is a big part of the SAE philosophy, often raising money for philanthropy, running food drives, and conducting coat drives.
Jonah was born in Newport, RI but currently resides in Portsmouth. When he is not working, he likes hanging out at the beach and downtown Newport with his friends. He is an avid Boston Sports fan and enjoys participating in the fantasy football leagues. Being a car enthusiast, Jonah also enjoys working on his personal car in his free time and hopes to one day own a Porsche Carrera.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #4140466