Jonathan Groberg
CLU®, ChFC®, CFP®, MSFS
Wealth Management Advisor
Jonathan Groberg is Co-Founder of Clear Pointe Wealth Management and brings more than 25 years of experience helping individuals, families, professionals, and business owners make confident financial decisions and pursue their most important life goals. As a Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and holder of a Master of Science in Financial Services (MSFS), Jonathan specializes in comprehensive financial planning, wealth management, retirement planning, risk management, and legacy planning.
As a fiduciary, Jonathan believes effective financial advice starts with understanding what matters most to each client. He takes a thoughtful, relationship-centered approach, investing time to learn each client's goals, values, concerns, and vision for the future before developing recommendations. By combining comprehensive planning with disciplined investment guidance, he helps clients align their financial resources with the life they want to live.
Throughout his career, Jonathan has built long-standing client relationships grounded in trust, transparency, and personalized service. He is passionate about helping clients navigate the complexities of wealth accumulation, retirement, tax-efficient planning, and estate considerations, providing clarity and guidance through every stage of life. His objective is to simplify complex financial decisions and help clients move forward with confidence knowing they have a coordinated strategy in place.
Outside of the office, Jonathan enjoys spending time with his family and staying involved in his community. He values the relationships he has built over the years and appreciates the opportunity to help multiple generations of families pursue lasting financial security and meaningful legacies.