Jonathan Minotti

About Jonathan Minotti

I’ve been told I can’t help everyone in the world; I’m here to show that I have and can do so.I was born and raised in Carmel, New York, a small town about an hour north of New York City. I went to Western Connecticut State University in Danbury and earned my bachelor\'s degree in business management. Impactfulness is what I strive for. In order to do so I accepted a position at Northwestern Mutual as a Financial Planner and impact my community through education on financial literacy. Goal Setting & Prioritization: Collaborating closely with you to identify and articulate your true financial objectives. I help you define clear, measurable, and realistic goals, whether it\'s buying a home, funding your children\'s education, planning for retirement, starting a business, or leaving a lasting legacy. Together, we determine the order in which to pursue them, regularly review your progress, and make adjustments as needed to help ensure that you\'re maximizing progress towards what\'s most important for you. Retirement planning: Helping you envision and plan for a fulfilling retirement, including strategies for retirement income, tax efficient savings, and wealth preservation. Risk Management: Evaluating your insurance coverage, including life, health, disability, and long-term care insurance, to protect you and your loved ones and address charitable aspirations. Estate Planning: Collaborating with estate planning attorneys to establish comprehensive plans that preserve your legacy, protect your loved ones, and address your charitable aspirations.

Experience

1. Private Client Investment Associate

   JPMorganChase

   Nov 2024 — Present