Jon Kuttin

Jonathan Kuttin is a nationally recognized financial advisor who has been the recipient of many awards. Jonathan has been recognized as one of Barron’s Top 100 Independent Advisors since 2007. In 2018, Jonathan was also recognized by Forbes (Best in State) and honored as a member of the Financial Times Top Advisors.

Jonathan is a nationally recognized speaker, coach, and thought leader regarding behavioral change; he has successfully helped over one thousand CPA’s and Financial professionals reinvent their practices. As a successful business owner, financial advisor and coach to many CPA’s, Jonathan has a very unique perspective. This lens allows him to be extremely effective helping CPA’s and Financial Advisors reinvent themselves and become 21 st Century advisors.

As an active member of the Long Island community, Jonathan is involved with many charitable organizations. Including, the Harry Chapin food bank, Long Island harvest, and the American Cancer Society. Jonathan is married to his beautiful wife, Cecilia and is a father to four sons, Sean, Kevin, Christopher, and Connor. When Jonathan is not in the office you will usually find him on the lacrosse field coaching or cheering on his boys.

Jonathan is a graduate of the University of Albany and has the following professional designations: CRPC®, AAMS®, RFC®, CRPS®, CAS®, AWMA®, CMFC®.