Jonathan Wendt CFP

With Bridgepoint Wealth Management Since:

2023

College / Degrees:

Indiana Wesleyan University - BA
Grand Valley State University - MBA

Professional Certifications & Equipping:

Certified Financial Planner ®

Experience:

  • BridgePoint Wealth Management, Advisor, 2023 – Present
  • Discovery Financial, Advisor, 2013 - 2023

Hometown:

Buffalo, New York

Family:

My wife, Audrey, and I have four beautiful children; Elijah, Gabriella, Halle, and Miles.

Travel:

My Favorite Places:

  • Clearwater, FL
  • Ear Falls, Ontario (Our Annual Canadian Fishing Trip)
  • Kauai, HI