Jonathan was raised in the Boston area, where he dedicated his childhood and adolescence to football, basketball, baseball, and boxing. Sports were an integral part of Jonathan’s life through his college years. He has always possessed a Northeast work ethic, competitive nature, and a desire for excellence in all areas of his life and faith. Present day, Jonathan and his renowned team help clients orchestrate all six areas of financial services: wealth management, advanced tax planning, risk management, retirement income planning, estate planning, and business planning.
Jonathan founded The Kornerstone Group, a boutique firm that offers comprehensive financial guidance and personalized services to clients. Jonathan did not follow the traditional pipeline into the financial advisory field. He represents over 15 years’ experience in corporate and private financial services. Jonathan began his professional career as the 12th employee of a Southern California technology startup. He helped grow that company to over 180 employees and over 200 million in revenue. He parlayed this entrepreneurial success into launching the firm you see today. His unique background has sharpened his discernment. He uses these business and life experiences to deliver massive value.
Merging his love of sports with his talent of financial strategy, Jonathan works closely with boxers, trainers, managers, and promoters. While he has been fortunate to work with a wide array of clientele, he is most passionate about the boxing community. Jonathan’s roles in financial planning and boxing highlight his commitment to both his professional career and his passion for fighters to live successful lives inside and outside the ring.
Helping fighters manage money effectively is crucial, given the unique financial challenges and opportunities that athletes, particularly boxers, face. Fighters often experience fluctuating incomes, short career spans, and significant expenses. A tailored approach to financial management can ensure they build long-term wealth and financial security.
As a media personality, he shares content related to boxing, including videos aimed at empowering fighters and promoting the sport. You can follow him on Instagram under the handle @punchpundit.