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Alan Bernard Jonas Edit Profile

financial planner

Alan Bernard Jonas, American Financial planner. CFP. Chairman membership committee Oakland Museum Association, 1972-1976, board directors, 1972-1976; president Meals for Millions Foundation, Marin County, California, 1966-1968. Member Institute Certified Fire Protection specialist, International Association Finance Planning (director-at-large), StateBar California (associate estate planning, trust and probate law section).

Background

Jonas, Alan Bernard was born on May 16, 1936 in Los Angeles, California, United States. Son of Leon Kerster Jonas and Mildred Miller Goldstein.

Education

Bachelor, Brooklyn College, 1957. Master of Arts, New York University, 1958.

Career

Registered representative Merrill Lynch & Company, Oakland, California, 1968-1974, Finance Planners Equity Corporation, San Rafael, 1981—1988, Finance Network Investment Corporation, San Rafael, 1990—1995, Royal Alliance Associates Inc., San Francisco, San Rafael, 1995—2003, Contemporary Finance Solutions, 2003—2006, Walnut St. Securities, 2007—2008. Investment specialist Sutro & Company, San Francisco, Santa Rosa, California, 1974-1981. President Finance Associates Inc., San Rafael, Santa Rosa, 1981-1983, Finance Store Inc., Santa Rosa, 1983—1988.

Chairman The Finance Store Inc., 1988—1989. Director marketing Paul Revere Insurance Group, San Francisco, 1990-1995. Expert member long-term care Royal Alliance Associates, Inc., 1995-2003.

Achievements

  • Certified Financial Planner.

Membership

Chairman membership committee Oakland Museum Association, 1972-1976, board directors, 1972-1976. President Meals for Millions Foundation, Marin County, California, 1966-1968. Member Institute Certified Fire Protection specialist, International Association Finance Planning (director-at-large), StateBar California (associate estate planning, trust and probate law section).

Connections

Married Felice Joyce Cohen, June 18, 1957. Children: Mindy Cara, Lauren Kay, Corinne Merrill.

father:
Leon Kerster Jonas

mother:
Mildred Miller Goldstein

spouse:
Felice Joyce Cohen

children:
Mindy Cara Jonas

Lauren Kay Jonas

Corinne Merrill Jonas