Jonathan Mabb RICP, LUTCF

Financial Planner

Domicile State: AZ
California Insurance License #: 0G66333 Domiciled in AZ

Jonathan Mabb has been helping his clients build wealth and plan their financial future since 2005.  He holds the designation of a RICP (Retirement Income Certified Professional) and LUTCF (Life Underwriter Training Council Fellow).  As a Financial Advisor he helps people create, grow, and protect their wealth. They are then able to think less about money and more about what matters to them.

Prior to starting his financial career, he managed a family business.  He was able to see how the busy lives of both business owners and employees prevented them from planning for their future. He wanted to make a difference helping people plan for their ideal financial future while they lived their current busy lives.

He believes in getting to know his clients' unique situation and educating them on what solutions are available to them. Getting to know his clients allows him to create a customized strategy to fit their individual needs and desires. Educating his clients allows them to make their own well-informed financial decisions.

His personal goal is to become a lifetime resource for every client. He will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

He is an Eagle Scout and continue to volunteer as a leader with the Boy Scouts of America. He enjoys Basketball, Football, Camping, Hiking, and spending time with his wife and 4 children.


Phone 480-638-2175