Jonathan D BirdJONATHAN D. BIRD, CFP(R) is the founder and CEO of Farnam Financial, a financial services firm based in Phoenix, Arizona. Farnam Financial serves those in retirement or nearing it. Prior to founding Farnam Financial, he worked for Charles Schwab for ix years and managed $250 million in client assets. Outside of work, Jonathan enjoys golf, pickleball, and running a Junto inspired by Ben Franklin's autobiography. To connect with Jonathan, you can email him at jonathan@farnamfinancial.com or visit www.FarnamFinancial.com. Read More Read Less