Jonathan Chavez Montenegro
UW-Madison Alum | Aspiring CFP | Oak Wealth Advisors
- Role
- Intern at Oak Wealth Advisors
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Jonathan Chavez Montenegro
Hello! I am Jonathan Chavez Montenegro. I am the first in my family to receive a college education. I am majoring in Personal Finance & Financial Planning with certificates in Social Justice & Education and Disability Rights & ServicesI am an aspiring CFP with a penchant for understanding and advocating for social justice issues. I hope to enter the financial planning field to represent Latinos not only as a financial planner, but to include them more within the majority white client base. One day I hope to use my personal finance knowledge to start my own business that focuses on building up my community, the South Side of Milwaukee.
Experience
Intern
Feb 2025 — Present · Madison, WI, US
Education
University of Wisconsin-Madison
Bachelor's degree, Personal Finance and Financial Planning
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