Jonathan Renshaw
Financial Planner | Director of Ops | Wealth Preservation Strategist | Husband | Father
- Role
- Director of Operations, Financial Rep at Financial Growth Partners
- Location
- Charlottesville, VA, US
- LinkedIn followers
- 500 followers
About Jonathan Renshaw
My aim is to align your finances with your goals, making them more achievable and ultimately reducing financial stressors. As a holistic financial planner, I try to implement wealth building, wealth preservation and risk mitigation strategies with my clients. Typically, by using a combination of these offensive and defensive approaches in proper proportions, we can create a well-balanced financial plan that provides reasonable asset growth while protecting downside and hedging against unknown future variables. Some common products that I help clients with are:• Construction of a Financial Plan• 401k Rollovers• IRAs (including backdoor Roth)• Insurances (Life, Disability, Long-Term Care)• NQ Brokerage/Advisory Accounts• Retirement Projections/Analysiso What is your magic number?
Experience
Director of Operations, Financial Rep
Nov 2024 — Present
Education
James Madison University
Master of Business Administration (MBA)
University of Virginia
Bachelor's degree
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