Jonathan Harbin

As a dedicated Wealth Advisor at EFC, Jonathan Harbin excels in helping clients achieve their financial aspirations and secure a prosperous retirement. With a robust background in finance and a genuine passion for personalized planning, Jonathan crafts bespoke strategies tailored to each client’s unique goals and circumstances. His qualification as a Licensed Investment Advisor Representative allows him to offer profound insights and expert advice, fostering enduring relationships built on trust and mutual success.

Jonathan's approach is centered around navigating the complexities of wealth management with a focus on retirement planning. He takes great pride in guiding clients through the intricacies of preparing for and enjoying a fulfilling retirement. His commitment to ensuring that clients not only meet but exceed their financial objectives brings him immense satisfaction and motivates his continuous pursuit of excellence.

A California native, Jonathan earned his Bachelor of Arts degree from the University of Arizona, laying a strong foundation for his career. Outside of his professional life, Jonathan is an avid golfer with a passion for wellness. Above all, he enjoys spending quality time with his fiancé, Sophie, and their golden doodle, Archie.

Jonathan’s dedication to empowering clients to realize their retirement dreams exemplifies his belief in the transformative power of strategic wealth management, making him an invaluable asset to the EFC team.