Bio - Jonathan Schoenberg

Jonathan Schoenberg, CFP®

Jon has dedicated his career to helping families and businesses with their insurance planning, business succession, and estate planning needs. He also specializes in working with companies on their employees benefit life insurance needs.

He has started working with American Business in 2014. As a Certified Financial Planner, Jon understands the need to work closely with his client’s attorneys and CPAs to ensure that their customized plans are designed to meet the unique needs of every family or business.

Jon strongly believes in giving back to his community. He is the title sponsor of the Long Island 2 Day “Hope Runs Here” 5k for breast cancer awareness. A graduate of Indiana University, Jonathan currently resides in Woodbury, Long Island with his wife, Nicole; son, Max; and daughter, Brett.

10 Cutter Mill Road, Suite 302, Great Neck, NY 11021