Jonathan Preston | Financial Planner
Contact Information
Mobile (call only). 978.697.7692
jpreston@financialguide.com
197 First Avenue, Suite 250
Needham, MA 02494
CFP®
Jon spent the first 20 years of his career helping Fortune 500 Companies tell their stories. Through market research, consumer feedback, and social media engagement, Jon’s helped some of the country’s most trusted brands better understand their customer’s needs, and in turn, address those needs with personalized solutions.
Jon’s time at Fidelity Investments ignited a passion for finance and ultimately began his transition to financial planning. At MassMutual, he focused his attention on the complex needs of small business owners. It was at MassMutual that Jon started his journey to become a CFP® Professional. After earning his credentials, he chose to partner with Commonwealth Financial Group due to their extraordinary reputation for financial guidance, and their best-in-class technology solutions.
Every family, every individual and every business owner has a unique story to tell. As a trusted advisor, Jon helps his clients feel more confident in their financial story, and together find a path to their own “happily ever after”.
Jon graduated from Skidmore College with a degree in Business-Economics. He holds his Series 7 and Series 63 licenses, as well as licenses for Life, Health and Accident insurance. He earned his Certified Financial Planning Professional designation after attending Bryant University's Boston Institute of Finance. When not helping clients, Jon spends his free time coaching youth sports and maintaining his ever-growing garden. He lives in Westborough, MA with his wife, son and daughter.
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