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Jonathan Imber, RFC.

Vice President | Financial Planner

Jonathan Imber, RFC.

Vice President | Financial Planner

jon@imberwealth.com

On a day-to-day basis, Jon dives into case preparation and focuses on holistic retirement planning with the Imber Wealth Advisors team.

"Our mission is to ensure that your current financial situation is in line with your goals, objectives, and priorities. We work to develop a comprehensive and cohesive plan that will allow you to achieve those goals and objectives, allowing you to worry less about your money and more about your life." 

When asked what Jon enjoys most about his job he had the following to share, "Over the past 16 years, I've seen how my father's work has impacted the lives of his clients, and I was inspired follow in his footsteps. It's a privilege to come to work each day and work side-by-side with my dad, knowing the recommendations we put in front of our clients have such a profound impact on their well-being and the families they care for."

Jon, a member of the Financial Planning Association, is a Registered Financial Consultant (RFC). He is currently enrolled in the Certified Financial Planner (CFP) program through the College for Financial Planning. Jon holds his licenses in both Insurance and securities, holding his Series 65 License (Uniform Investment Adviser Law Examination). 

Jon earned his Bachelor’s Degree in Marketing and Business Administration from Northwood University. His passion for travel led him out west, where he lived in the Sierra, Nevada and Rocky Mountains. His interests include travel, golf, hockey and boating. In the winter months, he plays hockey locally in Ann Arbor and during the summer months he participates in a local golf league. He spends the rest of his free time with his wife Jillian, daugther Joslyn, and their dog Sierra.

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