Jonathan Heagle, CFP®, CFA Mountain Vista Wealth Management, LLC
- 1514 Anacapa St Suite C, Santa Barbara, CA 93101
- (805) 225-6559
- 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/
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
