#75 – Mindful Money is Goal-Focused and Planning-Driven, with Jonathan DeYoe

Jonathan DeYoe is a best-selling author, speaker, behavioral wealth advisor, President of DeYoe Wealth Management, and Founder of Mindful.Money.

Born and raised in Rapid City, South Dakota, Jonathan’s unique background informs his unwavering commitment to providing truly holistic wealth management. Prior to establishing his own firm, Jonathan worked for Morgan Stanley, UBS PaineWebber, and Salomon Smith Barney. He founded DeYoe Wealth Management in 2001 because he wanted to offer independent financial advice and unparalleled customer service in a warm, welcoming, client-centered environment.

Today, Jonathan and his team manage close to $250,000,000 for nearly 235 families and non-profits in the Bay Area and beyond. He is a California Licensed Insurance Agent and a Certified Private Wealth Advisor. Jonathan writes about Financial Literacy and Behavioral Wealth Management for news outlets like BusinessInsider.com and MindBodyGreen.com. He is also the author of the Amazon Bestseller Mindful Money: Simple Practices for Realizing Your Financial Goals and Increasing Your Happiness Dividend, and he speaks locally and nationally on the intersection of money and mindfulness.