Jonathan and his wife, Natalie, are both native Angelenos and products of the Jewish day school system. They are active doers and givers within the community. He and Natalie have three children (11, 8 & 8) all at Gindi Maimonides. They founded Moshava-Alevy the Bnei Akiva overnight summer camp here in Los Angeles. Jonathan has raised three service dogs for Canine Companions for Independence.
Professionally, Jonathan’s focus at RVW Wealth LLC is on helping clients ensure financial security by building portfolios tailored to their individual needs. Jonathan is a CPA and an accredited Personal Financial Specialist. Jonathan graduated with honors from the Stern School of Business at New York University and then completed his Master’s in Business Taxation (MBT) at the Marshall School of Business at the University of Southern California. He leverages his tax and accounting knowledge to bring a holistic approach to financial planning. RVW Wealth LLC manages in excess of $1 billion of client wealth in the capacity of a pure-fiduciary advisor.