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Jonathan D. Bookbinder

Financial Services Professional

Certified Financial Services, LLC

Paramus, New Jersey

Professional Profile

Call Me When

Call Me When... Someone needs education on how to protect, grow, and exit their business.

Contact Method

Profession

  • Insurance
  • Wealth Planner

    • Professional Certifications

    Functional Expertise

  • Employee benefits
  • Estate planning
  • Family business
  • Investments

    • Business Focus

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Health/Pharma/Biotech

    • Client Results

    Membership

    Tri-State Individual Emerging Professional, Leadership Collaborative

    Member Since

    Member for 1 Year

    Sponsorship Type

    Chapter Leadership Role

    Emerging

    Why I'm a Member of XPX

    Want to learn best practices and have experts in fields where I can delegate when needed.

    Make XPX Part of Your Business Plans

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