Jonathan Khalavsky, CFP®, AIF®

Senior Wealth Partner
(646) 774-2931

With a passion for helping others shape their financial destinies, Jonathan’s journey began 18 years ago in the Wealth Management division of UBS Financial Services during college. From there he transitioned into a Financial Advisor at Merrill Lynch and FFP Wealth Management. As a Certified Financial Planner™ and Accredited Investment Fiduciary® his love for the financial world comes full circle, bringing unparalleled satisfaction to both him and his clients.

Beyond the numbers, Jonathan cherishes family time with his wife, Inga, and their two children Ariella and Mavric. As former school soccer player turned tennis enthusiast, Jonathan is now training for his first half marathon.