Jonathan Markoe has earned the Chartered Retirement Planning Counselor designation and brings more than 35 years of experience to his mission of helping clients and their families achieve their short and long-term financial goals.
At Pine Valley Investments, Jonathan employs a proactive approach to helping clients plan for life changes, such as job transitions and retirement, with a focus in early retirement situations. He enjoys developing long-lasting relationships with clients as he works closely with them to develop retirement income strategies and assist with the distribution options of their employer sponsored plan assets.
Jonathan is a problem-solver who is committed to excellence. Clients value the tried-and-true service he offers and can count on him to follow up frequently, initiating discussions about opportunities in investments and retirement planning. In addition, Jonathan can help clients address estate planning issues, and works seamlessly with their other advisors to develop plans, when requested.
Jonathan holds a Bachelor’s degree from Ursinus College in Collegeville, Pennsylvania. He and his wife Rhonda live in Margate, New Jersey.