Principal of the Firm
Jonathan M. Lipchin, Principal of the Firm, has over 25 years of experience as a financial planner. He consults extensively with retirees from federal, state, and local governments.
Jonathan graduated with a Bachelor's Degree from the University of Maryland.
He holds FINRA series 7,8,24,51,63, and 65 registrations. He is also an Investment Advisor Representative (IAR) with Cetera Advisors, LLC.