Jonathan Sycamore, CFP®

FOUNDER, FINANCIAL PLANNER

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.

 

  1. Reducing taxes
  2. Reducing fees
  3. 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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