Brian formed Charitable Planning Network LLC because he saw an opportunity to help Financial Advisors bring greater value to their clients while delivering more gifts to their clients’ favorite charities.
As a 20-year veteran of the Navy, hailing from the Big Apple originally — specifically the Bronx — he moved to the private sector to work as a Programmer/Analyst and to manage a field office for a subsidiary of a multi-national firm, running their largest IT project, an Enterprise Application for the U.S. Navy, and their Bremerton Field Office. He continued that work after starting his own IT Consultancy, phunghi, inc., and added Strategic Planning for a Boeing Division involved in a Public/Private Partnership with the U.S. Government.
In 1987 he worked as a part-time Navy Relief Counselor teaching young sailors about budgeting and getting out of debt. This experience drove a desire in him to help people manage their finances and a career as a Financial Advisor.
As a Financial Advisor he enjoyed networking with specialists in a variety of fields and learning how their financial tools could work in tandem with other Advisors. Out of this he formed Charitable Planning Network in 2021 to help create complex solutions to financial challenges. Through this work, the Network helps High Net Worth clients, while also helping charities.
He, his wife and three children now reside in the Puget Sound area of Western Washington. In addition to the roles of husband and father, some of his duties include community theater, playing Bass Guitar, singing in bands, and working with organizations that support Elementary through Undergraduate education.
Jonathan brings his commitment to service as a Co-Founder of Charitable Planning Network. Having spent 2 years in Iraq and Afghanistan in the U.S. Army and another three years for private contractor Blackwater, Jonathan first worked as a warrior to help free people from oppression.
He also spent 15 years risking his life to bring much needed medical care and aid to Iraqi orphans and widows, a community of people and a place that have become beloved to him. In the process, he created relationships with the people that helped him to navigate dangerous and politically complex situations.
He returned home to Gig Harbor, with his wife and four children, and began a career as a Financial Advisor. Jonathan wasn’t interested in just selling portfolios or financial products; he wanted to know the nuances of every financial product. In the process, he became an expert in the field of life insurance and the way it fits into complex financial strategies.
Jonathan now commits his energies into building the relationships that create a powerful network of financial experts that, ultimately, will help wealthy individuals drive more monies to their favored charities. When wealthy people realize that it’s possible to give more money to charity and keep more money for their family — and that they can do both — his work with Charitable Planning Network is worthwhile.
Jonathan plans to return to Iraq and to seek continued solutions and to aid the charities he created to bring assistance to the Iraqi people. Through the intervening years, he became convinced that charities can do more to help the oppressed than government agencies. This drives his passion for Charitable Planning Network.
Brian formed Charitable Planning Network, LLC to provide more creative solutions to clients navigating the complexities of financial issues from tax burdens to charitable giving.
Jonathan looked for ways to serve people after his time in the U.S. Marine Corps in Iraq and as a civilian contractor with Blackwater USA in Iraq and Afghanistan. Helping families and businesses achieve their financial goals and aid their favorite charities is Jonathan's mission today.
Our team is always growing in order to bring the most value to our clients. If you think you have something to offer the clients of Charitable Planning Network, please get in touch with us. We'd love to hear from you.