Jonathan has extensive experience serving high-net-worth individuals, family offices, and clients in the real estate and hospitality sectors. He specializes in tax planning and compliance, helping clients navigate complex tax regulations while optimizing their financial and estate strategies.
With a background in both accounting and law, Jonathan combines technical expertise with a strategic perspective to deliver tailored solutions that align with his clients’ goals.
Jonathan earned a Master of Science in Accountancy from California State University, Northridge, a Juris Doctor from Loyola Law School, and a Bachelor of Arts in Political Science from the University of California, Irvine. He is a member of the California Society of Certified Public Accountants and the California Lawyers Association.