Jonathan Durant
Jonathan is the founder of Durant Financial Planning and has over 20 years of experience in the financial services industry. Jonathan began his career at American Express Financial Advisors, where he found his calling for financial planning. Then moved onto Fidelity Investments, where he rose to the highest level in the branch network, Vice President Financial Consultant in the Private Client Group, servicing High Net Worth Clients.
Jonathan decided to start his own firm to be completely independent and provide his clients with more robust planning tools and an unbridled array of solutions to choose from. In his current role, he oversees clients’ entire financial picture, including retirement, estate, college, tax, and needs-based investment management. Jonathan embraces the ever-changing nature of his craft and gets to know his clients on both a personal and professional level. Understanding the Client’s needs helps him develop a robust plan to help them achieve their goals.
In addition to being the firm’s founder, Jonathan is also a CERTIFIED FINANCIAL PLANNER™ professional. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. Jonathan understands the complexities of today’s changing financial climate and makes recommendations in the best interests of his clients. The intrinsic reward is the epiphany moment” when a previously complex idea clicks with his Clients.
Jonathan currently lives in West Milford with his wife Mary daughters Adeline and Shelby. Outside of the office, he enjoys rescuing dogs, downhill skiing, cross country mountain biking, and reading. His family is his personal purpose in life and he always strives to have a positive impact on his children.
- Upcoming Events
- Past Events
There are currently no events.
There are currently no events.
Comments are closed.