Jonathan founded BERGQUIST WANG in 2013. Prior to the formation of the firm, he worked alongside Michael since 2000.
After completing his B.A. in Business Economics (emphasis in Accounting) at UC Santa Barbara, Jonathan became one of the youngest CFP® certificants (age 22) and continued on to earn his Juris Doctorate (emphasis in Business Law) from Santa Barbara College of Law.
Jonathan is the President of Adsum Education Foundation, Treasurer of the Santa Barbara Estate Planning Council and contributes to various other planned giving/advisory boards.
With two children away in college, Jonathan resides in Santa Barbara with his wife, Judy, three dogs and a cat.