Jonathan K. DeYoe
Jonathan K. DeYoe, CPWA, AIF, is a Lutheran seminarian turned Buddhist academic turned financial adviser. He has been investing for over four decades and meditating for 25 years. DeYoe started managing investments for clients at Wall Street firms before launching his own financial planning firm in 2001. After 20 years, Jonathan merged his firm into the national financial planning firm EP Wealth. Today, Jonathan is a senior VP and partner at EP Wealth, and his Mindful Money organization is focused on financial education and coaching for folks who don’t have access to traditional advice. He lives in Berkeley, California. Mindful.money
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