Jonathan Merrigan

CFP®

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Here to act in your best interests

About me

I help my clients achieve their financial goals and dreams in a comprehensive and personal way. A financial planner since 2001, I draw on my experience to help set them on a course for success so they can rest assured that a satisfying retirement is attainable. In my spare time, my favorite thing to do is have fun with my two boys. I’m also an avid runner and a decent cook.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Finance - Bentley University

Visit one of our Locations

Boston I - Burlington

25 Burlington Mall Road

Suite 405

Burlington, MA 01803

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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