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Jonathan Hansotte, CRPC®

Financial Planner / Chartered Retirement Planning Counselor™️

Phone: (412) 528-1940
Fax: (412) 528-1940

Jon is a highly motivated financial professional with a focus in personal and corporate finance. Graduating Magna Cum Laude from Clarion University with a bachelor’s degree in finance, he possesses a strong foundation in financial planning, wealth management, and entrepreneurship, enabling him to guide individuals and businesses towards their financial goals.

Crafting Personalized Financial Journeys

Jon leverages a dynamic comprehensive financial planning approach. He collaborates closely with clients to understand their individual needs and aspirations. By simplifying complex financial situations and creating individualized plans, he empowers clients to make informed decisions assisting them through their financial journey.

A Passion for Supporting Entrepreneurs and Individuals

Prior to his current role, Jon's experience at The Small Business Development Center solidified his commitment to supporting both business owners and individuals. This experience equipped him with a deep understanding of the challenges and opportunities faced by entrepreneurs, allowing him to provide valuable insights and assistance.

Demonstrated Expertise and Continuous Learning

Jon's commitment to his craft is evident in his professional qualifications. He holds the Series 7 held through LPL Financial and Series 66 held through LPL Financial and Stratos Wealth Partners, signifying his proficiency in securities and investment advisory services. He is also licensed for life, accident, and health insurance, demonstrating a well-rounded skillset. Recognizing the importance of ongoing development, he also holds the Chartered Retirement Planning Counselor (CRPC®) designation, reflecting his specialization in retirement planning.

Beyond the Numbers: A Well Rounded Individual 

While Jon excels in the professional realm, his life extends beyond spreadsheets and financial models. He actively participates in a recreational volleyball league, showcasing his passion for sports and physical activity. His artistic side shines through as he plays the guitar, and his appreciation for nature and social connections is evident in his love for fishing and spending time with loved ones.

A Valued Partner for Your Financial Journey

Jon is a highly qualified and dedicated financial professional with a genuine passion for helping clients achieve their financial goals. His extensive expertise, combined with his personalized approach and commitment to continuous learning, can help make him a valuable partner on your financial journey. His balanced lifestyle and diverse interests further solidify his ability to understand and connect with clients on a personal level.

Building Your Financial Future

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