Jonathan D. Murphy, CFP®, ChFC®

Jonathan Murphy didn't get into financial planning to manage portfolios. He got into it to improve lives.

As Managing Partner and Private Wealth Advisor at West Private Wealth Management, Jon works with some of the most accomplished individuals and families across the country — business owners, partners, professional athletes, physicians, and executives who have built something significant and want to make sure it works for them, their families, and the generations that follow.

His approach is integrative and personal. Everything matters.

Jon's reputation is best captured in the words of his clients: "It doesn't matter who you are working with — you have to meet Jonathan."

He began his career in finance with a Fortune 500 company in 2011, where he rose to lead the firm's private client group in Southern California — before making the deliberate move to establish West Private Wealth Management as an independent fiduciary firm, and is a driving force behind it. In 2022, he was ranked one of Forbes Best in State Top Financial Security Professionals. He is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® with a Bachelor's degree in Business Administration – Finance from California State University San Marcos.

Originally from Los Angeles and raised in the Pacific Northwest, Jon has a deep love of the outdoors. Outside the office, he can be found exploring national parks with his wife and two children, spending days at the beach with his family, surfing, and motorcycling. He is also deeply committed to Project Mercy Baja, a 501(c)(3) organization that builds safe, secure homes for impoverished families in Mexico — a cause that reflects his commitment to community.