Jonathan D. Arntz, CFP®, is a wealth advisor primarily for the families of a small group of very successful physicians, healthcare professionals, and business owners who, among other things, aspire to a work-optional lifestyle. They’ve developed and refined a process that puts all the pieces of the financial puzzle together for their clients. Plus, they enjoy life and like to celebrate their client’s achievements.
Jon began his financial career in 1991 under the tutelage of his father, Douglas Arntz. Doug’s financial background went back to 1955, which shifted to primarily helping physicians and healthcare professionals in 1968. Jon assumed day-to-day operations in 1995, and has also been a frequent speaker and consultant to medical staff on financial planning issues.
Jon is a member of the Financial Planning Association, and received his CFP®, designation in 1996 through Oakland University’s two year program. He is a Registered Representative with Securities America, Inc., and Investment Advisor Representative with Securities America Advisors and Cedar Brook Financial Partners, LLC, SEC Registered Investment Advisors. He also has a degree in Metallurgical Engineering from Michigan Tech. Prior to joining his father, his engineering contributions led to millions in continued annual savings. His responsibilities included product failure analysis, research, and testing of new and existing materials. These skills have proven invaluable in the ever changing world of finance.
Jon and his wife Cindy have nine children who they taught at home, and ten grandchildren. Their family lives in St. Clair Shores, and also own and rent residential properties.