Jonathan Heagle, CFP®, CFA Mountain Vista Wealth Management, LLC

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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.

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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

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