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portrait of Jonathan M Lising
FINANCIAL ADVISOR

Jonathan M Lising

CFP®
135 S State College Boulevard, Suite 360, Brea, CA 92821opens in a new window
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

About Jonathan

Empowering my clients to reach their financial goals is my passion. In 2003, I began my career as a financial advisor and my focus is to help people become confident in their financial decisions. Our team strives to ensure our clients feel heard and understood, and we treat every person with respect as we learn about their unique story.

I create tailored solutions to help solve the needs of clients, specifically:

Individual investors who are within five years from retirement, who are in need of developing a strategic retirement income distribution strategy incorporating social security and Medicare and who have over $1M...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesSeptember 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of California-IrvineBachelor of Arts

Personal Interests

  • Running
  • Personal Fitness
  • Basketball
  • Real Estate
  • Tennis

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 07:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(714) 256-4529

Fax

(877) 771-5362

Office Address

135 S State College Boulevard
Suite 360
Brea, CA 92821opens in a new window

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