Jonathan D. Stone, CFP
Retirement Planning Specialist Jonathan started in the financial services industry in 1980. He became a CERTIFIED FINANCIAL PLANNER™ professional in 1990 through Adelphi University. He is a member in good standing in the following organizations: Certified Financial Planner Board of Standards, The National Association of Insurance and Financial Advisors, and the LI Financial Planning Association.
Jonathan has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning*.
Jonathan specializes in Retirement and Estate Planning strategies, managing pension programs for both corporate and not-for-profit organizations, as well as managing assets for high net worth individual clients.
Jonathan was inducted into the Equitable Hall of Fame in 1994. In 2009 he received Equitable’s Golden Life Award in 2014 and reached the Hallmark III milestone in 2016.
Jonathan is active in his community and has served as past Chairman, Treasurer, and trustee for the South Huntington Educational Foundation. Jonathan has also served on the Board for Tee Off 4 Autism. Jonathan lives in Melville, NY with his wife Janet.
" CFP®, CERTIFIED FINANCIAL PLANNER(tm) and CFP (flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. "
"CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC
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*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
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