960 Holmdel Rd
Building # 2
Holmdel, NJ 07733

Phone: (732) 750 9880
Fax: (732) 750 1004
Email: info@targetedfinancial.com

 

Jonathan Green, CFP®, CLTC

jgreen@targetedfinancial.com 732-750-9880 ext. 103

Jonathan Green, CFP® - One of the Targeted Financial Services co-founders, Jonathan graduated from Lehigh University in 1992 as an award-winning student. Jonathan enjoyed a well-rounded education earning membership in Delta Mu Delta, a nationally recognized business society. Upon graduating college Jonathan worked for his family's accounting, tax and entrepreneurial advising firm for seven years before meeting Alan Rubin and James Payne.

Since 2000 Jonathan has focused his attention on asset management, investment strategies and insurance planning. Jonathan has been featured on numerous occasions on the CNBC program "Business to Business" and has written articles discussing business and succession planning. Thanks to his previous accounting experience, Jonathan has enjoyed working closely with other professionals such as tax advisors, estate attorneys and third-party administrators.

In 2005 Jonathan earned the CLTC designation, the only independent professional certification recognized in the long-term care field. He currently is a Registered Investment Advisor Representative and a Life and Health agent. Jonathan completed a rigorous 16-month program, earning a certificate in financial planning from Fairleigh Dickinson University. He then successfully earned the CERTIFIED FINANCIAL PLANNERTMdesignation, which is widely recognized as the industry's standard of excellence.

Jonathan was elected onto the Lehigh University Alumni Association Board of Directors. He represents his alma mater at college fairs and conducts off-site interviews for prospective students. In 2011 he earned the Outreach Program's Unsung Hero Award for his efforts.

Jonathan is married to his wife Michelle and has two children, Carly and Robin. During his down time he watches thoroughbred racing, plays golf and enjoys time with his two dogs Boo and Luke.

  • Jonathan Green, CFP®, CLTC

    jgreen@targetedfinancial.com 732-750-9880 ext. 103

    Jonathan Green, CFP® - One of the Targeted Financial Services co-founders, Jonathan graduated from Lehigh University in 1992 as an award-winning student. Jonathan enjoyed a well-rounded education earning membership in Delta Mu Delta, a nationally recognized business society. Upon graduating college Jonathan worked for his family's accounting, tax and entrepreneurial advising firm for seven years before meeting Alan Rubin and James Payne.

    Since 2000 Jonathan has focused his attention on asset management, investment strategies and insurance planning. Jonathan has been featured on numerous occasions on the CNBC program "Business to Business" and has written articles discussing business and succession planning. Thanks to his previous accounting experience, Jonathan has enjoyed working closely with other professionals such as tax advisors, estate attorneys and third-party administrators.

    In 2005 Jonathan earned the CLTC designation, the only independent professional certification recognized in the long-term care field. He currently is a Registered Investment Advisor Representative and a Life and Health agent. Jonathan completed a rigorous 16-month program, earning a certificate in financial planning from Fairleigh Dickinson University. He then successfully earned the CERTIFIED FINANCIAL PLANNERTMdesignation, which is widely recognized as the industry's standard of excellence.

    Jonathan was elected onto the Lehigh University Alumni Association Board of Directors. He represents his alma mater at college fairs and conducts off-site interviews for prospective students. In 2011 he earned the Outreach Program's Unsung Hero Award for his efforts.

    Jonathan is married to his wife Michelle and has two children, Carly and Robin. During his down time he watches thoroughbred racing, plays golf and enjoys time with his two dogs Boo and Luke.

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Targeted Financial Services
960 Holmdel Road Building #2
Holmdel, NJ 07733

Phone: 732-750-9880
Fax: 732-750-1004
info@targetedfinancial.com