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Jonathan Murphy, CFP®

Jonathan Murphy, CFP®

Senior Experience Project

location of Jonathan Murphy, CFP®Ashline Financial Wealth Management and Insurance Solutions

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  • Timeline

  • About me

    Private Wealth Advisor at Ashline Financial Wealth Management

  • Education

    • Auburn Senior High School

      1996 - 1999

    • CSUSM College of Business

      2018 -
      CFP® Finance and Financial Management Services

      CFP® CERTIFICATION: THE STANDARD OF EXCELLENCE CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.Although many professionals may call themselves… Show more CFP® CERTIFICATION: THE STANDARD OF EXCELLENCE CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. Show less

    • San Diego State University

      2014 - 2014
      Executive Financial & Tax Planning Capital Market Investments, Tax, Insurance & Estate Planning

    • CSUSM College of Business

      2003 - 2006
      Business Administration Finance

  • Experience

    • CSUSM

      Jan 2006 - Jun 2006
      Senior Experience Project

      Loan portfolio analysis for Discovery Bancorp (OTCBB: DVBC) San Marcos, CA mixed asset $150M. Performed asset allocation, risk, diversification, interrelatedness and granularity assementments.

    • Northwestern Mutual

      Feb 2011 - Sept 2022
      Private Wealth Advisor and Director of Financial Planning

      Private client group

    • Ashline Financial Wealth Management and Insurance Solutions

      Sept 2022 - now
      Private Wealth Advisor

      Our team at Ashline Financial, strives to create prosperity for our clients, our families, and our community. Our promise is to provide comprehensive expertise, proactive efforts, and personalized solutions.We have a unique approach to the financial management process through an integration of five key components to comprehensive financial planning: risk management, investment strategies, estate planning, retirement income planning, and business planning. In addition, we have extensive experience understanding and dealing with the complexities of foreign national planning and underwriting. We have direct access to the financial strength of Northwestern Mutual, as well as other carriers.I have complete confidence in my team and our products. When you work with us, you get a professional team of smart people with superb services and products that require no apology. My team is the future of my practice, which is why I am intentionally building an intergenerational group of trained professionals to ensure a lasting legacy for our clients and their families.Whether you are a business owner or business professional, please let know how I might be able to help you realize your vision for the future.To learn more about us, call (858) 795-0910 or visit www.AshlineFinancial.com. Show less

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Jonathan Murphy, CFP®
      Best-in-State Financial Security Professionals - California Fobes Feb 2022 Forbes and SHOOK Research have ranked the top professionals in the insurance industry in their list of Top Financial Security Professionals 2022.

  • Volunteer Experience

    • Volunteer construction worker

      Issued by Project Mercy Baja on Jun 2012
      Project Mercy BajaAssociated with Jonathan Murphy, CFP®

    • Volunteer

      Issued by Alex's Lemonade Stand Foundation on Apr 2014
      Alex's Lemonade Stand FoundationAssociated with Jonathan Murphy, CFP®