Jonathan Hohn

Senior Financial Advisor

Jonathan Hohn, CFP®, MBA, is a Senior Financial Advisor and Certified Financial Planner with over 20 years of experience in helping clients achieve their financial goals. Currently managing a base of 250 high net worth clients at Vanguard, Jonathan focuses on developing customized, goals-based financial plans while emphasizing tax minimization and risk management. Previously, Jonathan held key positions at Comerica Wealth & Institutional Management, Huntington National Bank, and UBS Financial Services, showcasing extensive experience in investment management and client relations. Jonathan is actively involved in community service and has earned the Salvation Army's Hands of Mercy Award for their contributions. Jonathan is pursuing an MBA at Wayne State University and has completed the Certified Financial Planner program at the University of Georgia.

Location

Scottsdale, United States

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