Jonathan Heagle, CFP®, CFA Mountain Vista Wealth Management, LLC
- 1514 Anacapa St Suite C, Santa Barbara, CA 93101
- (805) 225-6559
- wba@zbhagnvaivfgnjrnygu.pbz
- https://mountainvistawealth.com/
About Jonathan Heagle, CFP®, CFA
Jonathan is the founder and president of Mountain Vista Wealth Management, LLC, a firm that specializes in retirement planning and the creation and management of customized investment portfolios. He is a real estate investor, and, therefore, familiar with the unique benefits and risks of the asset class.
Jonathan graduated magna cum laude, earning a bachelor’s degree in finance, from Boston College and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst® (CFA®) designations.
Jonathan has 20 years of industry experience, including 16 years on Wall Street. He worked as a mortgage trader at Goldman Sachs during the mortgage crisis and as a proprietary trader and portfolio manager for the Royal Bank of Canada. He was responsible for portfolios with assets upwards of $3 billion. These experiences taught him the importance of risk management and helped shape his investment approach at Mountain Vista.
When he is not creating financial plans, consulting with clients or stress-testing portfolios, you can find him snowboarding in the backcountry or cycling around his hometown of Santa Barbara. He is also a proud husband and father of two daughters.
Read more about Jonathan’s story here: https://mountainvistawealth.
Read Jonathan’s blog here: https://mountainvistawealth.com/blog/
Ideal Clients
- Investment Planning & Management
- Real Estate Professionals
- Retirement Planning
Ways Advisor Charges
- Hourly
- Assets Under Management
Fee Options
- Hourly Fee: $175/hr
- Assets Under Management: 0.50% to 1.25% based upon AUM
