Jonathan Deeringer, CFP^®

CFA

Financial Advisor, Managing Member

Deeringer Wealth Management, LLC

3600 American River Dr #290
Sacramento, CA 95864

FINANCIAL ADVISOR'S WEBSITE

www.deeringerwealth.com

(916) 343-8500 CONNECT WITH Jonathan

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

DWM is fee-only, with fees based on a percentage of assets under advisement. Our fee percentage scales down for larger asset balances.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

DWM Website

General

Jonathan Deeringer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Deeringer Wealth Management, LLC in Sacramento, CA and the surrounding communities.

Financial Advisor Overview

DWM is an independent RIA focused on financial planning and investment management. As fiduciaries, we strive to help you invest confidently, simplify, and stay on track. To see how our goal-based planning and investing strategies may be a fit for you, please contact us for a free consultation.

Financial Advisor Experience

Jonathan Deeringer brings over 20 years of professional investing experience to client relationships. Prior to founding DWM, Jonathan served as an investment analyst and portfolio manager with two leading mutual fund firms, Franklin Templeton and Capital Group (American Funds), where he was responsible for managing over $1 billion in client assets through a variety of market environments. Jonathan earned an M.B.A. in Finance from the Wharton School of the University of Pennsylvania, and a B.A. in Political Economy of Industrial Societies and Spanish from the University of California Berkeley. He holds both CFP and CFA designations. Jonathan supports several non-profit organizations in his community with volunteer time and resources, and service is a pillar of DWM's mission.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)

Insurance Licenses

Life insurance: California
Health/disability insurance: California
Fixed annuities: California

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Corporate Finance, Investment Management, Estate Planning, Limited Partnerships, Getting Divorced, Mutual Funds, Irregular Income, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs