Jonathan J. Allen, CFP®
- Partner of WealthMap Financial Advisors
- Graduate of Whitworth University BA in Business
- Certificate in Financial Planning from Boston University
- Over 19 years of experience in the financial industry
- Dave Ramsey SmartVestor Pro
- Dave Ramsey Health Insurance Endorsed Local Provider (ELP)
Jon and his wife Raechel have been married for over 21 years. Raechel is a school counselor at Spokane Public Schools and their daughter attends Northwest Christian High School. Jon Grew up in the Spokane area and has lived in Eastern Washington his entire life. In his free time Jon is involved with Financial Peace University, volunteers with youth at Fourth Memorial Church and Big Brothers and Big Sisters. Jon enjoys the outdoors, including; camping, boating, and golf.
My firm is committed to providing simple, common sense education and empowerment, seeking to give hope to everyone, regardless of their age or income. We provide an easy-to-understand and ethical approach for solving the investing and financial planning challenges of today's marketplace.
We strive to learn and understand individual and business financial information, build and maintain long-lasting relationships, and provide the highest quality information, service, and products to help bring financial confidence.
If you have some questions,
give Jon a call at (509) 327-1171 or
Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera and WealthMap Financial Advisors and is not sponsored or endorsed by Cetera nor WealthMap Financial Advisors.