Jonathan Knaus is a Financial Planner with Coastal Wealth.

As a Financial Planner, Jonathan is a licensed Insurance Agent with the following designations: Chartered Life Underwriter Life Underwriter Training Council Fellow℠, and holds a Certification in Long-Term Care. Jonathan previously served as a Financial Advisor and Field Agent for Knights of Columbus for seven years. Prior to becoming a Life Insurance Agent, Jonathan enjoyed an over 33-year career in Finance and Sales including executive positions with major multinational corporations. Twenty years were spent living and working in Moscow, Russia. He prided himself on continuing his education and knowledge by achieving the Certified Public Accountant*, Certified Internal Auditor*, Certified Management Accountant*, and Certified in Financial Management* designations in his career.

Jonathan was born in Jacksonville, Florida. Jonathan earned a Bachelor of Science degree in Accounting & Business Administration from Washington and Lee University in Lexington, Virginia. Jonathan is an active member in Talking Heads of Stuart Toastmasters and has served on the boards of several local charities, including Mary’s Home in Stuart. Jonathan is married to Hiroko Hagino and they reside in Stuart, FL with their Yorkie, Oscar. They have two children and two grandchildren.

When asked why he became a Financial Planner, Jonathan said, “As a Financial Planner with Coastal Wealth, I am passionate about providing clients and their families financial products that are designed specifically to assist them achieve their financial goals. It is my mission to ensure every client has clarity and confidence regarding their financial plan.”

When asked what he hopes to achieve for his clients, Jonathan said, “My core values are Integrity, Faith, Family, Fun and Excellence. I bring those core values into every relationship I have with everyone I meet professionally or personally.”

*Licensed but not practicing

 

 

Education

Washington & Lee University 1981-1985

Hobbies

Public Speaking, Music & Karaoke,

Community Involvement

Knights of Columbus, Toastmasters