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CHARGE Podcast


Jan 25, 2021

Jonathan DeYoe has led an independent financial planning firm since 2002. He and the Mindful Money team work one on one with three hundred families and foundations. The Mindful Money team offers simple steps to financial success and tools to mindfully overcome emotional and cognitive biases related to money.

 

Jonathan provides keynotes and workshops at conferences and associations. His team works with businesses to build transparent retirement plans for businesses and financial education programs for employees.

 

Jonathan is passionate about spreading the values of goal-focused and planning-driven wealth management to help people enjoy better financial outcomes AND live happier lives! His personal goal is to touch 1,000,000 lives in 10 years with Mindful Money financial education courses.

 

Jonathan has been a California-based financial adviser for 25 years. He managed investments at a variety of Wall Street Companies before founding his own financial planning firm. He’s a contributor on personal finance matters for the Huffington Post, and Business Insider, among others and he has been featured in the Wall Street Journal and The New York Times.

 

Jonathan is a 25-year meditation practitioner and lives in Berkeley with his wife and two children.