Jonathan Sycamore, CFP®
2011
Earned MBA in Financial Planning from California Lutheran University
2014
Earned the CERTIFIED FINANCIAL PLANNER™ designation
2016
Founded Sycamore Wealth Planning
100%
Commitment to Fiduciary Standards
I got into financial planning during the great recession. There was a lot of fear and uncertainty out there, and I was no exception. I got started by enrolling in California Lutheran University’s financial planning program.
Once armed with the knowledge of the financial services industry, I began working for seasoned advisors who showed me how to apply this knowledge and serve their clients.
After five years of gaining experience, I founded Sycamore Wealth Planning. My goal was to provide the best service that focused on three things.
- Reducing taxes
- Reducing fees
- Properly assessing risk and using the best financial products in line with those risk parameters
When I’m not working, I like to travel, play the drums, and cook.
945 McKinney Street
Suite 10269
Houston, TX 77002
(832) 410-1071
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