Jonathan Gerber, CPA, PFS
Jonathan’s focus is on helping clients ensure financial security by building portfolios tailored to their individual needs. Jonathan is an accredited Personal Financial Specialist (PFS), a highly regarded designation given by the American Institute of Certified Public Accountants. 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. By bringing his technical tax knowledge and overall planning experience together with portfolio design, Jonathan and the RVW Wealth Team are able to assist clients in ways well beyond traditional wealth managers.
A real lover of technology, Jonathan holds a CISA (Certified Information Systems Auditor) designation from ISACA. Additionally he holds a Certified Information Technology Professional (CITP) designation from the American Institute of Certified Public Accountants. He leverages his IT background to ensure efficient client communication and reporting. Jonathan has raised three service dogs for Canine Companions for Independence. He is well traveled, runs and reads (primarily periodicals focused on current events, capital markets and travel). He and his wife Natalie have three children. They also founded an overnight summer camp called Moshava Alevy.