
Position:
Financial Planner at Coastal Wealth
Location:
Miami-Fort Lauderdale Area, United States
Found email addresses for Jonathan Vasquez CFP®:
Found phones for Jonathan Vasquez CFP®:
Dec 2025 - Current
Oct 2024 - Dec 2025
Oct 2024 - Nov 2024
Jan 2024 - Nov 2024
Their professional focus is 401(k) Retirement Savings Plans, Estate Planning Analysis, and Family Office Services across 3 core areas.
Jonathan holds CERTIFIED FINANCIAL PLANNER® Professional certifications.
Master's degree at The American College of Financial Services
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.