Jonathan DeYoe has led an independent financial planning firm since 2001. He and his team at Mindful Money work one-on-one with over two hundred families and foundations. The Mindful Money team teaches simple steps to financial success and ways to mindfully overcome emotional and cognitive biases related to money.
Jonathan provides keynotes and workshops at conferences and local associations to spread the good news of goal-focused and planning-driven wealth management and help people enjoy better financial outcomes AND live happier lives. His team works with businesses to build transparent retirement plans for businesses and financial education programs for employees.
Jonathan has been a California-based financial adviser for 24 years. He managed investments at a variety of Wall Street companies before founding his own financial planning firm. He is a contributor on personal finance matters for the Huffington Post, Business Insider, NerdWallet, and MindBodyGreen. He has been featured in the Wall Street Journal and The New York Times.
Jonathan is a long time Buddhist, who has practiced meditation for 25 years. He lives in Berkeley with his wife and two children.