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Jonathan Grannick, CFP®

Financial Planning & Investments for Busy Families & High Earning Professionals

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Wonder Wealth Jonathan Grannick, CFP®
San Diego, CA

Serving Clients Nationwide

Financial Planning & Investments for Busy Families & High Earning Professionals

(619) 537-9680

Website

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi! I’m Jonathan Grannick, the adventurous founder of Wonder Wealth, a San Diego based virtual financial planning firm that helps young families in their 20s, 30s, and 40s navigate the most pivotal financial years of their lives.

After graduating from The University of Georgia (Go Dawgs!) I began my career at a well-regarded Fee-Only Financial Planning firm preparing financial plans for mass affluent and high net worth clients. I am a CERTIFIED FINANCIAL PLANNER™ professional who has been in the industry for over a decade. I’ve worked on several hundred financial plans to this point, and I’ve seen too many situations where good hard-working people had to make serious financial sacrifices because they winged their finances. By the time they invested in a professional, it was too late, and sacrifices were inevitable. Sacrifices like lifestyle, dream home, travel, retirement age, family time, entrepreneurship, ability to support loved ones, the list goes on.

I started Wonder Wealth to help people my own age get ahead of that curve, to lifestyle design a path full of options, not limitations. The process of proper money management can be time consuming, intimidating, confusing, frustrating, and trigger a whole range of emotions. Emotions that make procrastination very easy. I’ve seen how that can end after so many years, you deserve better.

My purpose is to help you do the things you need to do (with money) to get you to where you want to be (with life). You deserve better and you don’t have to wait until retirement to get it. My mission is to help guide you to a better today and an even better tomorrow.

✅ Here is my "Why":

My desire to help people stems from my father, a 35 year drug and alcohol addictions counselor who gave hope to people when there was none to be found. My mother filled me with compassion and a desire to connect with people in a meaningful way. While their character traits influenced me greatly, it was ultimately their financial situation that inspired a career in financial planning.

Growing up in a household riddled by financial strain isn't pretty. Constant arguing, stress, accusation, limited options, and years of hard work with little to show for it are just a few components. When money came in, it was immediately spent. Saving was an idea but not much more. Without an unbiased outside presence to intervene, the cycle continued.

I’m motivated by a powerful idea. The idea that one relationship with a CFP® could have vastly changed my parent’s priorities years ago, and therefore the rest of their lives.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

San Diego, CA

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 30 minute Introductory meeting to learn more and determine if we’re a good fit. Our Introductory meeting will be conducted as a video conference via Google Meet. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Wonder Wealth LLC is a financial planning & investment management firm based in San Diego, CA.

Our mission is to empower my generation (folks in their 20's, 30's, and 40's) to make better financial decisions, feel less fear/anxiety around money, and stop feeling out of sync with their finances.

We work holistically with our clients on ALL the areas of their financial life:

👊Investing
👊Budgeting
👊Debt payoff
👊Money Mindset/Psychology of Money
👊Retirement accounts
👊Saving on taxes
👊Buying vs renting
👊Prioritizing goals
👊Credit card rewards/Travel Hacking
👊Other topics our generation needs more guidance on

Education

The University of Georgia, Bachelor of Business Administration, Finance

Badges

Hobbies and Interests

  • Traveling
  • Volleyball

SEC Lookup

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Who We Serve

  • College Graduates
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Parents
  • Remote Workers
  • Travel Lovers
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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