Jonathan Penta

Jonathan Penta Work

Founder, Managing Director, and Senior Wealth Advisor, CRPC®, CEPA®

@ Penta Wealth Management

Senior Vice President - Wealth Advisor

@ New York Fitness

First Vice President - Wealth Advisor

@ Morgan Stanley

Jonathan Penta Education

B.S. in Finance

Boston College
The American College of Financial Planning

Jonathan Penta Skills

Strategic Financial ManagementWealth PreservationFinancial EducationFinanceWealth ManagementFinancial PlanningInvestmentsPortfolio ManagementStrategyFinancial AnalysisAsset ManagementWealth Management ServicesFinancial ModelingInvestment AdvisoryInvestment ManagementRetirement PlanningBusiness TransitionExit planningSeries 7LeadershipTeam BuildingBusiness DevelopmentMarketing

Jonathan Penta Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Jonathan Penta currently works at Penta Wealth Management as Jonathan Penta - Founder, Managing Director, and Senior Wealth Advisor, CRPC®, CEPA® at Penta Wealth Management.

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