IR Global, the world’s largest exclusive network of advisory firms is delighted to introduce Jonathan Gerber, CPA, PFS of RVW Wealth. Jonathan has joined IR as our exclusive Wealth Management member in California.
Jonathan’s focus is on helping clients ensure financial security by building portfolios tailored to their individual needs.
Jonathan is an accredited Personal Financial Specialist (PFS), a highly regarded designation given by the American Institute of Certified Public Accountants. Jonathan graduated with honors from the Stern School of Business at New York University in 2004. He then completed in his Master’s in Business Taxation (MBT) at the Marshall School of Business at the University of Southern California in 2012.
If you have a requirement in this area, please get in touch with Jonathan directly or with the IR Global head office for an introduction.