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Jonathan Spector

Jonathan Spector, CFP®

LEAD ADVISOR


Jonathan joined Personal Financial Consultants, Inc. in December 2014. He is a CERTIFIED FINANCIAL PLANNER ™ and has over 7 years’ experience in the financial services industry. Jonathan is also a member of the Financial Planning Association.

Prior to joining our firm Jonathan was a wealth manager in San Francisco, and an investment consultant in Los Angeles. Jonathan has been honored with multiple awards over his career for overall productivity. He also has extensive experience creating financial plans for clients.

Jonathan holds a bachelor’s degree in Political Science from the University of Southern Maine and has also served as an intern in the United States Senate.

Jonathan and his wife, Songyi, live in Richmond with their baby son. They enjoy staying busy with renovating their home and traveling.