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Jonathon C. Leise CFP AWMA
Jon possesses a passion for his craft and a commitment to excellence in his chosen field. Since entering the financial services industry in 1980, he has been a “student of the game,” reading and st...view moreJon possesses a passion for his craft and a commitment to excellence in his chosen field. Since entering the financial services industry in 1980, he has been a “student of the game,” reading and studying the habits of successful people—and watching and taking note of the mistakes made by not-so-successful people. His passion for his craft led him to attain a Master’s degree in Investment Management and to earn the Certified Financial Planner and Accredited Wealth Management Advisor designations. He also holds a Post-Master’s Certificate in Gerontology, the study of aging.
Through his graduate studies and other readings on the subject, and in dealings with aging clients and friends, he has gained a great deal of understanding about what steps we can take to age successfully.view less
Books by Jonathon C. Leise CFP AWMA
Plan to Live Forever: Get Better with Age, Live a Life You Love, and Leave a Lasting Legacy