Jonathan Roldan-Pena's Professional Contact Details

Mobile Number (Verified)
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HQ
+16124929383
Location
Hopkins, Minnesota

Jonathan Roldan-Pena's Current Company Details

Wealth Logic is a fee-based financial planning firm located in Plymouth, Minnesota. We provide our clients with objective, personalized and actionable advice that is best suited to their unique needs, so they a...
Wealth Logic is a fee-based financial planning firm located in Plymouth, Minnesota. We provide our clients with objective, personalized and actionable advice that is best suited to their unique needs, so they are better positioned to reach their goals. The stress surrounding financial matters can be daunting to the couples, individuals and families who face them. By educating and fostering lifetime planning relationships with our clients, it is our goal to remove these concerns and replace them with financial peace of mind. The products, services and solutions we provide are among the best in the industry. Our team is committed to upholding the highest level of professionalism at all times, reflecting Wealth Logic's expertise and ability to serve the needs of our clients. Partner with us today and start living your best life tomorrow.

Jonathan Roldan-Pena's Work History and Education

Wealth Logic, Inc.
Financial Representative
2021 - Present
National Marine Corps Business Network (501)(c)(3)
Financial Services Professional
2021 - Present
MassMutual
Financial Services Professional
2021 - 2023 • 2 years
United States Marine Corps
Aircraft Maintenance Admin
2014 - 2020 • 6 years

Frequently Asked Questions about Jonathan Roldan-Pena


What company does Jonathan Roldan-Pena work for?

Jonathan Roldan-Pena works for Wealth Logic, Inc..

What is Jonathan Roldan-Pena's role at Wealth Logic, Inc.?

Jonathan Roldan-Pena's role at Wealth Logic, Inc. is Investment Business Coordinator.

What is Jonathan Roldan-Pena's email address?

Jonathan Roldan-Pena's email address is j**@financialguide.com.

What is Jonathan Roldan-Pena's business email address?

Jonathan Roldan-Pena's business email address is j**@financialguide.com.

What is Jonathan Roldan-Pena's direct mobile number?

Jonathan Roldan-Pena's direct mobile number is (651) XXX-XXXX.

What is Jonathan Roldan-Pena's HQ phone number?

Jonathan Roldan-Pena's HQ phone number is +16124929383.

What industry does Jonathan Roldan-Pena work in?

Jonathan Roldan-Pena works in the Financial Services industry.

Who are Jonathan Roldan-Pena's colleagues?

Jonathan Roldan-Pena's colleagues are Jeremy Bosch, Sidney McClellan and Zoe Zila.

Colleagues at Wealth Logic, Inc.

President & CERTIFIED FINANCIAL PLANNER™
Administrative Assistant
Plan Design Specialist

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