Jonah Kagan

Before starting my advisory practice, I spent ten years in retail. It was corporate, transactional, and the goal was to get people to buy things whether they needed them or not. That wasn't a fit for what motivates me. I am, by nature, frugal. I would rather talk someone out of a decision that isn't right for them than into one that doesn't serve them. And sometimes my job is the opposite. Identifying the move that isn't obvious yet and making the case for why it fits the bigger picture. CPFG gives me the platform to work with people the way I always wanted to. No proprietary products. No institutional agenda. Just honest advice built around your situation. My approach is thorough and wide-ranging. I look at the full picture, investments, planning, insurance, and estate, because good decisions rarely live in one corner of your finances. As a husband and father of two, I understand that financial conversations are rarely just about money. Finances are personal, often complicated, and easy to put off. My job is to bring clarity to that, and make the process feel less overwhelming than it might seem on your own.