Jonathan R
Financial Planner & Owner at Wichita Wealth Management, LLC | Wichita, Kansas, United States
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Jonathan R. is a seasoned Financial Planner and Owner at Wichita Wealth Management, LLC, where he leverages his extensive expertise to empower Spirit and Textron employees in navigating the complexities of their 401(k) plans and retirement strategies. With a strong commitment to fiduciary principles, Jonathan ensures that his clients receive personalized guidance tailored to their unique financial situations. His role encompasses a broad spectrum of financial planning services, from comprehensive retirement planning to investment management, catering to clients with varying levels of financial complexity.
At Wichita Wealth Management, Jonathan is particularly focused on helping clients maximize their 401(k) accounts while they are still in the workforce. He understands that many employees face uncertainty regarding their retirement savings and are often overwhelmed by the choices available to them. By providing behavioral investment counseling and strategic portfolio management, Jonathan helps clients make informed decisions that align with their long-term financial goals. His approach not only alleviates stress but also instills confidence in their financial futures.
Key projects Jonathan has spearheaded include workshops and one-on-one consultations aimed at educating clients about the intricacies of Individual Retirement Accounts (IRAs) and the importance of a diversified investment strategy. His ability to simplify complex financial concepts has made him a trusted resource for many, particularly in the food industry, where he draws on his background in food science and technology to relate to clients in that sector. Jonathan's dedication to fostering financial literacy and security positions him as a leading figure in the Kansas financial planning landscape, ensuring that his clients can retire with peace of mind.
Financial Planner & Owner at Wichita Wealth Management, LLC in November 2017 to Present
Associate Financial Planner at Wichita Wealth Management, LLC in September 2016 to November 2017
Production Supervisor, Nutrition Department at Leprino Foods in January 2013 to August 2016
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Fiduciary
Fee Only Advice
Individual Retirement Accounts (IRA)
Investment Strategies
Tax Planning
Portfolio Optimization
Food Science
HACCP
Food Industry
Food Technology
Dairy
Food Safety
Food Processing
Food Manufacturing
Food Microbiology
Sensory Evaluation
Personal Financial Planning
Portfolio Management
Behavioral Investment Counseling
Retirement Planning
Certified Financial Planner
Comprehensive Planning
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What is Jonathan R email address?
Email Jonathan R at [email protected]. This email is the most updated Jonathan R email found in 2026.
How to contact Jonathan R?
To contact Jonathan R send an email to [email protected]. (updated on September 13, 2024)
What company does Jonathan R work for?
Jonathan R works for Wichita Wealth Management, LLC
What is Jonathan R's role at Wichita Wealth Management, LLC?
Jonathan R is Financial Planner & Owner
What is Jonathan R's Phone Number?
Jonathan R's phone (316) ***-*378
What industry does Jonathan R work in?
Jonathan R works in the Financial Services industry.
Jonathan R Email Addresses
Jonathan R Phone Numbers
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