Jonathan Dane, CFA, CFP
5.0 stars · 1 review · Serves Pennsylvania · Specializes in Business Executives, Business Owners/Entrepreneurs, HENRYs (High Earners, Not Rich Yet)
Defiant Capital helps founders, entrepreneurs, and executives plan for taxes, investments, equity comp, and liquidity. Our team of CFAs and CFPs build strategic wealth plans, pre and post liquidity.
Featured reviews
"Jonathan and his team were great. They looked at everything I had in-depth, took all the time I needed with meetings and follow-up calls, and helped me come up with a plan for all of it. Then they worked with my attorney…"
— Vincent Duva, 5.0 stars
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