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Meet Jonathan Helm

Paraplanner

FPQP™, Candidate for CFP® Certification

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"Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act"

Pablo Picasso

Experience

Jonathan recently graduated from the University of Colorado Boulder, where he majored in Finance. Jonathan has been with Gold Medal Waters for two years, and held various finance related positions throughout college. He currently holds his Series 65 Registration and Financial Paraplanner Qualified Professional™ designation. Furthermore, Jonathan has passed the CFP® exam and is working towards the experience requirement.

Jonathan has a particular interest in taxes, and eventually hopes to pass the Enrolled Agent exam so that he can represent individuals before the IRS.

 

Jonathan lives in Gunbarrel with his dog, and likes to travel throughout Colorado in his free time.