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Phone:  610-871-3500

Jonathan Carpenter,
CFP®, RICP®

Wealth Advisor & Managing Partner

“We live to serve.”

How I can help you:
In my role as a Wealth Advisor, I focus on serving our clients by guiding them toward their desired foundational, retirement or investment goals by utilizing a dedicated and disciplined approach.
What makes me knowledgeable:
I joined Capital Planning Wealth Management in 2013. I am a CERTIFIED FINANCIAL PLANNERTM (CFP®), and hold­­ the Retirement Income Certified Professional (RICP®) designation, the FINRA General Securities Representative Registration with LPL Financial and the Investment Advisor Representative Registration through Private Advisor Group. Prior to joining the Capital Planning Team, I spent several years in the healthcare field, which developed my passion for Medicare Planning. I received my bachelor’s degree from Lancaster Bible College with a focus in both ministry and biblical studies.
Getting to know me:
I am blessed with a wonderful family. My wife, Susanna, and our three sons, Jack, Weston, and Bennett, live in Center Valley. Outside the office, I enjoy golfing, listening to financial and personal growth podcasts, spending time with friends, being silly with my boys and creating new adventures with my family.

Capital Planning has served clients for over 25 years.

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