Jonathan Kesselman
Before entering financial services, Jonathan practiced law and spent nearly a decade at UBS Financial Services building expertise in comprehensive financial planning, investment management, and estate planning strategy. That combination -- legal fluency and financial expertise -- is what he brings to every client relationship today.
Jonathan works primarily with individuals and families approaching or navigating retirement, with particular depth in divorce financial planning, estate planning considerations, Social Security strategy, and retirement income planning. He takes a listening-first approach -- asking more questions than he answers, explaining things in plain English, and building plans that reflect his clients' lives, not just their balance sheets.
He lives in Bay Village, Ohio with his wife Rosie and their six children. He serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.
We work primarily with individuals and families in or approaching retirement -- helping them turn years of saving into a reliable, sustainable financial plan for the years ahead. That means building retirement income strategies, navigating Social Security and Medicare decisions, managing investment portfolios with an eye toward both growth and preservation, and coordinating the estate planning considerations that become increasingly important in this stage of life.
What sets our practice apart is how we work. We don't lead with products or investment performance. We start by understanding your situation -- your goals, your concerns, and what you want the next chapter of your life to look like. From there we build a plan that's specific to you, explained clearly, and revisited regularly as your life evolves.
We believe that financial planning done well isn't just about numbers. It's about helping people feel genuinely confident about their financial future -- and ready for whatever comes next.
LPL FINANCIAL LLC
Individual Investors
Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Risk Management
Long Term Care, Life
Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
Yes
Email, Phone, Our Office, Your Office, Your Home, Video Conference
Fee-Based
$250,000
Based on Assets
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
