Jonathan Cfp, Partner and Lead Financial Planner at Pathway Financial Advisors, LLC

Jonathan Cfp

Partner and Lead Financial Planner at Pathway Financial Advisors, LLC | Richmond, Vermont, United States

Profile last verified July 2026
Financial Services Verified Profile Richmond, Vermont, United States
Verified

Personal Email

***@hotmail.com

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Phone Number

(80*****

United States • Mobile

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Jonathan Cfp Socials
Jonathan Cfp Work Experience

Partner and Lead Financial Planner at Pathway Financial Advisors, LLC in February 2018 - Present

Key Retirement Plan Advisor at Empower Retirement in November 2005 - February 2018

Planning Specialist at The Vermont Agency in June 2003 - November 2005

Jonathan Cfp Skills
Retirement Planning Investments Financial Services Investment Advisory Retirement Mutual Funds Customer Service Financial Planning 401k Employee Benefits Wealth Management Asset Allocation Investment Strategies Asset Management Relationship Management Sales Series 7 Public Speaking Certified Financial Planner
About Jonathan Cfp’s Current Company
Jonathan Cfp’s Colleagues
Darren Beck

Darren Beck

Atlanta, Georgia, United States

CERTIFIED FINANCIAL PLANNER™ at Pathway Financial Advisors, LLC

Financial Planner at Pathway Financial Advisors, LLC
(Jan 2008 – Present)

Lyndsie Kennett

Lyndsie Kennett

Middlebury, Vermont, United States

Operations Coordinator

Operations Coordinator at Pathway Financial Advisors, LLC
(Jan 2026 – Present)

Michael Schell

Michael Schell

Greater Burlington Area

Lead Financial Planner

Financial Planner at Pathway Financial Advisors, LLC
(Feb 2022 – Present)

Ben Rinehart

Ben Rinehart

Burlington, Vermont, United States

Investment Director

Investment Director at Pathway Financial Advisors, LLC
(May 2016 – Present)

Scott Cpa-pfs

Scott Cpa-pfs

Burlington, Vermont, United States

Founder, Financial Planner

Financial Planner, Founder at Pathway Financial Advisors, LLC
(Jan 2000 – Present)

Jordan Macdougall

Jordan Macdougall

Stowe, Vermont, United States

Pathway Financial Advisors, LLC

Financial Planner at Pathway Financial Advisors, LLC
(Apr 2025 – Present)

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Frequently asked questions about Jonathan Cfp

What is Jonathan Cfp email address?

Email Jonathan Cfp at [email protected] and [email protected]. This email is the most updated Jonathan Cfp email found in 2026.

What is Jonathan Cfp phone number?

Jonathan Cfp phone number is +12085479922.

How to contact Jonathan Cfp?

To contact Jonathan Cfp send an email to [email protected] or [email protected]. If you want to call Jonathan Cfp try calling on +12085479922.

What company does Jonathan Cfp work for?

Jonathan Cfp works for Pathway Financial Advisors, LLC.

What is Jonathan Cfp's role at Pathway Financial Advisors, LLC?

Jonathan Cfp is Partner and Lead Financial Planner

What industry does Jonathan Cfp work in?

Jonathan Cfp works in the Financial Services industry.

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