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Jonathan L. Petrie, CFP®

Jonathan L. Petrie, CFP®

Financial Advisor

I began my financial services career in early 2015. While apprenticing with senior advisors at the firm, I also earned my FINRA Series 7, Series 66, Series 24 and New York State Life and Health insurance licenses. In order to offer better comprehensive financial services to clients, I earned my Certified Financial Planner (CFP®) designation in 2023

As an independent financial advisor, I offer non-biased financial guidance to clients and recommend suitable financial products from a vast array of insurance and investment companies.

I received a Bachelor of Science in Business Administration in 2010 at the University at Buffalo. In 2008, I started a lawn care business that grew to over 200 customers. I sold my portion of the company at the end of 2014 to begin a new career in financial services. As an independent financial advisor, I want to continue to bring the same customer-centric values that I entrenched as a small business owner. I am hoping to bring some youthful energy, creativity, and an entrepreneurial spirit to the ClearPlan team.

As a graduate of Orchard Park High School in 2006, I currently live in the village with my wife Jessica, my daughters Addison and Aubrey, and dogs Max & Molly.