Company: Portico Wealth Advisors
Title: Principal
Phone: (415) 925-8700
Email: jonathan@porticowealth.com
Profession: Investment Advisor
Home Group: San Francisco 4
Bio: Jonathan fixes “broken” retirement plans, i.e. those experiencing some combination of high cost and poor service/investment options, for professional service firms with 10+ partners, e.g. law firms, Drs. groups, engineering/accounting firms, etc.
