Jonathan Grannick, CFP®

Financial Planning for Travel-Loving Young Families

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Wonder Wealth Jonathan Grannick, CFP®
San Diego, California

Serving Clients Nationwide

Financial Planning for Travel-Loving Young Families

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 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

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

What Brings You Wonder?

“Wonder” is defined as “A feeling of surprise mingled with admiration, caused by something beautiful, unexpected, unfamiliar, or inexplicable”

"GUILT FREE" TRAVEL | MORE TIME WITH FAMILY | YOUR DREAM HOME | YOUR DREAM VACATION HOME | START A BUSINESS - PURSUE YOUR IDEAS | ESCAPE STRESSFUL WORK - PURSUE YOUR PURPOSE | START A CHARITY - IMPACT THE WORLD | ACHIEVE GREATER WORK LIFE BALANCE

We help you financially prepare for tomorrow, so you can live more boldly for today.

✅ Simplify Your Money & Your Life: Embrace Minimalism. The paradox of choice is real. We cut through the noise and provide you with a clear set of next steps (for your money and your life). Simplicity isn’t just nice, it’s necessary for taking action.

✅ Make Better Financial Decisions, Now: You don’t know what you don’t know. Benefit from the 1 on 1 guidance and oversight of an experienced CFP® professional so you can bring your goals closer today. Your life is now, let’s get after it, together.

✅ Your Financial Safe Space: Money is emotional, intimidating, & often taboo to discuss. We provide a judgement-free space to explore your fears, insecurities, and mindset around money (and that of your partner!)

✅ Explore Yourself: You love exploring the world, we prioritize exploring you as well (i.e. Your relationship with money, values, your partner’s, how they mesh, your financial upbringing and how it’s shaped you)

✅ Ditch the Stuffy Experience: No stuffy board rooms, suits, or confusing financial jargon. A down to earth relaxed meeting experience you feel comfortable in.

✅ Virtual. Tech Driven: Meet from the comfort of your home. We use cutting edge technology to make the process easy and engaging.

You Deserve an Adviser Who Cares

I get it, life can be hectic and planning your finances tends to fall to the backburner. I grew up watching my parents approach money the same way without any professional oversight. I’ve seen the consequences, they are significant, painful, far reaching, yet completely avoidable.

I want it to be different for you!

I’m here to guide you towards a life of options, not limitations.

Education

The University of Georgia, Bachelor of Business Administration, Finance

Badges

Hobbies and Interests

  • Traveling
  • Volleyball

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

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