Jonathan K. DeYoe has been in the Financial Planning world for 2 decades. He is a Certified Private Wealth Advisor (CPWA) and an Accredited Investment Fiduciary (AIF). He is the founder of DeYoe Wealth Management, a Registered Investment Advisor (RIA) in Berkeley, CA and The Happiness Dividend Blog, a financial education company for beginning investors where he writes regularly about personal finance and issues around human flourishing.
Twenty-five years ago, Jonathan was a student of philosophy and comparative religion with an emphasis in Tibetan Buddhism at the Graduate Theological Union in Berkeley, CA. He is driven by the disconnect he sees between the important place "money" has in our lives and the misunderstandings we have about the true sources of meaning and happiness discussed by the old philosophers.
Jonathan lives and works in Berkeley, CA. He is married to Kate and has 2 amazing kids. He coaches youth soccer, serves on a number of boards and committees and believes you can be/have anything you want in life... as long as you are helping other people get what they want.