Jonathan Vera, CFP®, CEPA®
Jonathan Vera joined IMG Financial Group Inc. in 2011 after graduating with a Finance degree from Texas State University. Jonathan has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation by demonstrating competency in over 100 topics including stocks, bonds, taxes, insurance, retirement planning and estate planning.
Jonathan has also earned his CERTIFIED EXIT PLANNING ADVISOR (CEPA) credential. Tailored for business owners, Business Exit Planning starts with Personal Financial Planning by engaging in a holistic planning process with the intended outcome of building more valuable companies, having stronger personal financial plans and aligning your business with your personal goals.
As an avid believer in client education and clear communication, Jonathan's process begins with a Discovery Meeting to gain a better understanding of who you are as a person. He focuses on what is what most important to you, both financially and personally. Together, you will define your personal definition of financial success and work with you to translate this into prioritized goals.
Jonathan is dedicated to helping ensure that individuals, their families, and businesses can stay focused on the things that matter most in their lives. In addition, he understands the importance of gaining a sense of clarity in your own financial future. Jonathan can help you understand your current financial situation and give you a financial road map through wealth accumulation and management, estate planning, mitigating risk, and giving.
Jonathan grew up in South Texas but has been living in Houston with his wife, Lindsey since 2011. While away from work, Jonathan enjoys spending time with his wife and three kids.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representative may give legal or tax advice.