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Jonathan Corcoran Joins Mosaic Financial Associates As A Wealth Advisor
Mosaic Financial Associates, a wealth management firm that specializes in collaborative and highly strategic financial plans for individuals and medical professionals across the country, is pleased to announce Jonathan Corcoran has joined the firm as Wealth Advisor. In his role, Corcoran will focus on helping clients with financial planning, asset allocation, preservation of capital and income planning. He will work from the firm’s Tempe office, which is located at 960 W. Elliot Road #213.
Corcoran earned his Bachelor’s degree in business management from the University of Arizona with an emphasis in finance. In 2015, he began his career with Vanguard followed by TD Ameritrade where he exceled as a financial consultant and was quickly promoted to a senior consultant role. Eager to expand his knowledge, Corcoran earned the Accredited Investment Fiduciary (AIF), the Charted Retirement Planning Counselor (CRPC), and his currently a Certified Financial Planner (CFP) candidate.
“Most of my family is in healthcare, so I have a deep passion for not only helping others but also helping those who help others,” says Corcoran. “My focus is to continuously improve my skills and further my knowledge to continue to best serve my clients.”
Corcoran lives in north Scottsdale. In his spare time, he enjoys staying active through golfing, tennis and hiking.