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Jonathan Bojorquez
Wealth Management @GBM
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WORK HISTORY
Wealth Management @GBM
MX
EDUCATION
Universidad Panamericana
Bachelor's degree, Finance
New York University
Master of Science - MS, Financial Planning
IPADE Business School
Introduction to Business Management, IDE
ABOUT JONATHAN BOJORQUEZ
Wealth management professional and MS in Financial Planning candidate at NYU, specializing in Behavioral Finance and pursuing CFP® certification. With over six years of experience advising high-net-worth clients and managing $100M+ in assets, I help clients with asset allocation, financial planning, and risk management to reach their long-term goals.Based in New York, I’m deepening my expertise in estate, retirement, and tax planning while staying active in the financial planning community. I’m always open to connecting with other professionals and sharing ideas on how to make a meaningful impact on people’s financial lives.
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