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After 20+ years in the financial advisory industry, Jonathan launched WANG FINANCIAL, LLC  in 2022.


He completed his B.A. in Business Economics (emphasis in Accounting) at UC Santa Barbara, became one of the youngest CFP® certificants (age 22), and continued on to earn his Juris Doctorate (emphasis in Business Law) from Santa Barbara College of Law.


Jonathan serves on the Foundation Board for CSU Channel Islands, Investment Committee for The Fund for Santa Barbara, and contributes to various organizations.  He previously held positions as the President of Adsum Education Foundation and Treasurer of the SB Estate Planning Council.


Social justice issues, outrigger paddling, gastronomy, and quality family time are just a few of Jonathan’s enjoyments.   

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