Phone:
(920) 544-0576
Conor Jonasson
Conor Jonasson, CFP®, NSSA®
Conor Jonasson, CFP®, NSSA®
Conor loves collaborating with people to help alleviate the often-stressful relationship between financial decisions and a prosperous, happy retirement.
Prior to joining Safeguard Wealth Management, Conor spent 6 years working in the financial planning industry, specializing in retirement planning, tax planning, and investment management. A majority of the time, he has focused on holistic planning for individuals or couples who are nearing retirement.
When not at work, you can find Conor either watching/playing hockey, or spending time outside with his fiancé Arielle and their two dogs.
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