Jonathan Lapine, CPA, CFP®

PRINCIPAL

Overview

I’m a financial planner and my number one job when I meet families is to learn about their goals, financial and otherwise, and help them develop the best path to achieving those goals. I guide clients on investment management, retirement planning, tax planning, estate planning, and asset protection to provide them with a 360˚ view of their financial life. A critical component to any plan is regular maintenance, that’s why I meet with clients regularly to revisit and course-correct as needed.

I truly value the opportunity I have each day to connect with individuals and make a meaningful difference in their lives.

ACCREDITATIONS & EDUCATION

  • The Ohio State University – B.S.B.A., Accounting
  • Certified Public Accountant
  • Certified Financial Planner™
  • Holds Series 7, 66 and state life, accident and health licenses

MEMBERSHIPS & COMMUNITY INVOLVEMENT

  • Member, Heritage Group

HOBBIES & PERSONAL LIFE

  • Live in Hudson, OH with my wife Julie, daughter Hannah and son Benjamin
  • Passion for Travel, Music, and Golf
  • Was once a ballroom dancer and still dancing with my wife Julie on occasion

FAVORITE QUOTE

“Don’t Confuse Effort With Results.” – C.P. Sennett

staff_lapine-jonathan

330-856-6345

Jonathan@w3wealth.com

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