Jonathan DeYoe, AIF & CPWA, is the author of Mindful Money, the Happiness Dividend Blog, and runs DeYoe Wealth Management.
Jonathan K. DeYoe is a California-based financial adviser and a longtime Buddhist. During his twenty years as a financial adviser, he has managed investments at Morgan Stanley, UBS Paine Webber, and Salomon Smith Barney. In 2001 he founded his own wealth management firm, DeYoe Wealth Management. Today Jonathan manages nearly $250 million for over two hundred families and foundations in the United States and overseas. In his spare time, Jonathan speaks publicly about personal finance and contributes opinion pieces to publications such as Business Insider, Huffington Post, Yahoo! Finance, SF Business Times, The Wall Street Journal, MarketWatch, The Motley Fool, and The Christian Science Monitor. Jonathan lives in Berkeley with his wife and two children. His blog can be found at happinessdividend.com, and you can follow him on Twitter @HappinessDiv.