Jonathan Vera, CFP®
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.
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 growing family.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Registered representative and investment advisor of Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. IMG Financial Group is independently owned and operated. 2668839 08.2019