Jonathan Wittlin, CFP®
Managing Director Client Advisor San Francisco, CA
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206.707.7399Jonathan spent five years in accounting after college before transitioning into the financial services industry. He was one of the earliest adopters of the “Personal CFO” business model. Over the next 15+ years, he helped evolve that model while working with high- and ultra-high-net-worth clients before ultimately leading the firm’s financial planning platform.
Today, that experience shapes his practice as he partners with clients on every aspect of their financial lives. He uses a “no stone unturned” approach, advising on retirement, estate planning, taxes, investment management, and many other financial issues. Jonathan strives to give clients peace of mind and the freedom to spend their time doing what they truly love rather than worrying about their personal finances.
Education
Jonathan graduated from Syracuse University with a bachelor’s degree in Accounting/CPA Track. He is a CFP® practitioner.
Outside Freestone
An East Coast native, Jonathan moved to San Francisco in 2006 and has never looked back. He loves nothing more than spending time with his wife and two children. When they are not running between swim meets, soccer games, and other school activities, they love to be outdoors camping, hiking, or enjoying some beach time. Jonathan is a lifelong tennis fan and enjoys travel, watching live music, reading, and cooking.
Recognition
Jonathan has been recognized by Five Star Professional as a Five Star Wealth Manager from 2024 to 2025.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures.
The Five Star Wealth Manager award is administered by Five Star Professional (FSP). The Five Star Wealth Manager awards were received annually for the years 2024–2025, based on annual data as of February 27 through August 25 for the years 2023–2024. Freestone did not pay a fee to be considered for any award or ranking, although some publications may require payment of a fee for use of the awards in marketing materials. Please refer to our disclosures page for additional information: https://www.freestonecapital.com/disclosures/