Jonathan David Bird, CFP^®

CWS^®

Farnam Financial

2415 E Camelback Rd Ste 700
Phoenix, AZ 85016-9294

(602) 603-4000 CONNECT WITH Jonathan

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Farnam Financial

Income On Demand

General

Jonathan Bird is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Farnam Financial in Phoenix, AZ and the surrounding communities.

Financial Advisor Overview

Other financial advisors try to outperform the stock market. Standard & Poor’s found that over the past twenty years, about 94% of professional managers that tried to outperform the stock market failed. We avoid that. We invest in a way that allows you to keep more of your profits and principal. We utilize a powerful retirement income strategy designed to save you in taxes over the traditional dividend strategy. We also provide an educational program that helps ensure your peace of mind through any market downturn. That simplified approach allows us to turn your financial house into a financial castle.

Financial Advisor Experience

Jonathan was born in Phoenix, Arizona and graduated from Creighton University. He previously worked for Charles Schwab & Co. and managed over $250 million in client assets for 205 high-net-worth families. With nine years of financial services experience, he holds both the Certified Financial Planner™ and Certified Wealth Strategist™ professional designations. He is the author of the Amazon #1 Best-selling book, Income on Demand – Master Your Retirement Portfolio, Ignore the Market, and Leave the IRS Weeping.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Certified Wealth Strategist (CWS)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes