Grounded in a belief system that is both simple and challenging, Jonathan DeYoe, AIF & CPWA, has been successfully helping people gain a sense of order to their financial life for over 20 years.
Jonathan is the author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend. He also runs a private wealth management firm (DeYoe Wealth Management, Inc.) and a digital advisor (Happiness Dividend) as well. Jonathan teaches a how-to retire class in Berkeley and advises/supports non-profits focused on bridging inequality.
As a California-based fee-only financial adviser and a longtime Buddhist, Jonathan is always bridging money and life. His message is this: anyone can be financially successful. In our culture financial success arises out of “ownership.” So, don’t hate on owners; instead, become an owner yourself – start a business or accumulate shares. It’s simple, but it isn’t easy – it takes planning, discipline, and patience.
During his early years as a financial adviser, he became disillusioned with his work at the big Wall Street Firms – Morgan Stanley, UBS Paine Webber, and Salomon Smith Barney – and decided to start his own firm anchored in financial planning and client education. In 2001 he started DeYoe Wealth Management and today his team supports nearly 300 families with seamless pro-active financial planning, risk management, and portfolio guidance.
He launched Happiness Dividend as an educational blog in 2015 and it has slowly morphed into a values-based digital advice platform for a younger generation that is far more adept with technology. Everyone benefits from good financial advice, but not everyone needs or wants a relationship with a personal financial advisor.
Personal financial statistics are staggeringly bad. Pew research tells us that nearly 50% of Americans would struggle to survive a $400 emergency. Because most people are so confounded by personal finance, he is a vocal advocate for the fiduciary relationship – where the advisor is bound by the obligation to place client interests above ALL other interests at ALL times.
Jonathan lives in the Berkeley Hills with his wife of 15 years and 2 incredible kids. Prior to entering the financial services industry, he was a student of philosophy, comparative religion, and Buddhist Phenomenology at the Graduate Theological Union in Berkeley, CA.