Jonah Kaufman
Wealth Advisor
Locations: Creedmoor
Background: Jonah began his career as a registered representative with a mutual fund company. He then transitioned to Coastal Wealth Management in 2011.
He is a consummate student of his practice and enjoys any opportunity to grow his understanding to aid the members he serves.
He enjoys helping clients develop and implement strategies to pursue their financial needs. Jonah is also a member of the millennial generation and a parent of three young children. He understands the challenges of parents living and working in today's fast paced society.
He is open-minded and hardworking and enjoys research and utilizes technology efficiently in his planning process. As such, a client can expect to get a customized financial plan tailored to addressing his/her financial concerns.
Jonah believes everyone needs a financial plan and access to a financial advisor they can rely on. Coastal provides wealth management services as a core business solution and invites all members to take advantage of these services. Jonah enjoys spending time with his kids, exercising, fly fishing, hiking, movies and cooking.