Jonathan Horst, CFP®

Wealth Advisor

My superpower is taking complex financial matters and translating them into layman’s terms. The goal in our relationship is to dig deeper, to find what matters to you in your financial present and future and together develop solutions to fulfill your goals and put your fears to rest.

The environment in which I grew up was financially chaotic. As such, I’ve made it my mission to understand not just money and finance, but also human behavior around money. As a wealth manager, I have the privilege of helping people transform their relationships with money and gain mastery over it.

I recognized that earning a CFP is a big decision. Like any relationship, ours must be rooted in integrity, trust, and clear communication for it to thrive. I hold wealth management as sacred work. My job is to understand my client’s vision for their future, then work with them to design and implement a plan to fulfill that vision.

After completing a triple major in Finance, Accounting, and German, I set off for a meditation retreat about the art of being human. This combination of experiences informs how I work and interact with others.

If and when you would like to meet, feel free to schedule a call via my Calendly link. Whether or not we choose to work together, you’ll gain new knowledge and insight. It will be time well-spent. I’m available to meet globally and have physical offices in Honolulu, Denver, and San Francisco.

In case you’re curious, when I’m not working for my clients, you can find me baking, hiking, or biking. I hold a Certificate in Pastry Arts from the Culinary Institute of Canada and participate in the annual AIDS/LifeCycle, a 550-mile fundraising ride from San Francisco to Los Angeles. I am a former Co-Chair for the Human Rights Campaign (HRC) and various local charities over the years. That’s the vision I’m making real in the world. You can also find me in the Horizons Foundation Professional Advisors Directory.

Watch my short video and learn a little about me and why I became a Wealth Advisor

Schedule a complimentary Introductory Chat to get acquainted and talk about your finances, goals, and uncover your challenges.

Exploration Meeting. This establishes the foundation for our relationship and work together.

Vision Meeting. We spend an extended time together in order to sketch out in detail what the life of your dreams really looks like to you.

Obstacles Meeting. We dig into what your biggest road blocks – both known and unknown – may be and how to overcome them.

Knowledge Meeting. This is where we bring decades of practice, expertise, and professional development to address the major areas of your financial path. That includes cash flow and budgets, insurance and risk management, investments, stock options, tax planning, and estate and legacy considerations.

Execution. We implement the plans from Step Two, take action on them, and prioritize the most important steps as well as schedule the others for implementation. Together, we keep you accountable to achieve successes and navigate changes as they arise throughout your life.

We meet regularly – 3 times a year – to check in on progress and how your goals evolve and change over time. You enjoy the peace of mind that accompanies work with a financial coach to manifest your most important dreams.