Jonathan DeYoe
Jonathan DeYoe is a fee-only financial adviser that has been successfully helping people gain a sense of order to their financial life for over 20 years. A longtime Buddhist, he is always bridging money and life. DeYoe teaches a how-to retire class in Berkeley and advises/supports non-profits focused on bridging inequality.
Jonathan DeYoe Professional Experience / Academic History
Professional Experience
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President
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Financial Advisor
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Financial Advisor
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Vice President
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Financial Advisor
Academic History
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BA, Finance, Philosophy, and Religious Studies
- Prior to entering the financial services industry, Jonathan DeYoe was a student of philosophy, comparative religion, and Buddhist Phenomenology at the Graduate Theological Union in Berkeley, CA.
- During his early years as a financial adviser, he became disillusioned with his work at the big Wall Street firms—Morgan Stanley, UBS Paine Webber, and Salomon Smith Barney—and decided to start his own firm anchored in financial planning and client education.