Jonathan Blinken

About Jonathan Blinken

My mission is to invite caring, responsible families and business owners to experience financial confidence now and throughout their life. We do this with a protection first philosophy. We seek out the hidden conflicts and traps in their financial plan and help my clients protect their personal economy from the unpredictable macro economy. We review every aspect of our clients financial lives including, protection elements, trust and estate work, investments and make sure every aspect is perfectly coordinated. We leverage a program which brings unmatched financial discipline and insight to wealth building and estate planning. Additionally we have an employee benefits division working with corporate clients throughout the country to find novel solutions to help contain costs that mesh with our clients personal planning. You can reach me at: J••••••••@strategiesforwealth.com and 21••••••00 Avid triathlete, runner, skier, golfer. Into Daf Yomi and on four Jewish not for profit boards two national and two local to Bergen County, NJ /COMPLIANCE:20••••17/

Experience

1. Financial Representative

   Strategies for Wealth

   Jun 2014 — Present · New York City and Rye Brook, NY, US

   My mission is to invite caring, responsible families and business owners to experience economic confidence now and throughout their life. I do this with a protection first philosophy. I seek out the hidden conflicts and traps in their financial plan and help protect my clients personal economy from the unpredictable macro economy. I look at every aspect of their financial lives including, protection elements, trust and estate work, investments and make sure every aspect is coordinated. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies For Wealth is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. California Insurance License #0C92026

Education

• Clark University

  BA

  1980 — 1984

Skills

• Voluntary Employee Benefits
• Employee Benefits
• Long Term Care
• Life Insurance
• Pensions
• Disability Insurance
• Health Insurance
• Estate Planning
• Succession Planning