Jonathan Penta Email & Phone Number
Founder, Managing Director, and Senior Wealth Advisor, CRPC®, CEPA® @ Penta Wealth Management
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Jonathan Penta Location
- Boston, MA, US
Jonathan Penta Work
- 2019 - now Founder, Managing Director, and Senior Wealth Advisor, CRPC®, CEPA® @
- 2007 - 2019 Senior Vice President - Wealth Advisor @
- 2001 - 2007 First Vice President - Wealth Advisor @
Jonathan Penta Education
- Boston College
B.S. (Finance)
- null
- The American College of Financial Planning
Jonathan Penta Skills
- Strategic Financial Management
- Wealth Preservation
- Financial Education
- Finance
- Wealth Management
- Financial Planning
- Investments
- Portfolio Management
- Strategy
- Financial Analysis
- Asset Management
- Wealth Management Services
- Financial Modeling
- Investment Advisory
- Investment Management
- Retirement Planning
- Business Transition
- Exit planning
- Series 7
- Leadership
- Team Building
- Business Development
- Marketing
Jonathan Penta Summary
- Jonathan Penta, based in Boston, MA, US, is currently a Founder, Managing Director, and Senior Wealth Advisor, CRPC®, CEPA® at Penta Wealth Management. Jonathan Penta brings experience from previous roles at UBS Financial Services and Morgan Stanley. Jonathan Penta holds a B.S. in Finance @ Boston College. With a robust skill set that includes Strategic Financial Management, Wealth Preservation, Financial Education, Finance, Wealth Management and more. Jonathan Penta has 2 emails and 3 mobile phone numbers on RocketReach.
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