Jonathan Wolfsohn

Jonathan Wolfsohn is the owner and principal of Wolfsohn Financial Services, Inc.

Together with his father, Jonathan spent many hours discussing financial problems and creating their solutions. As a child, Jonathan was an avid chess player and believes this contributed to his business acumen. In high school he was on the cutting edge of emerging computer technology, taking a multitude of computer courses which were in their infancy.

Jonathan graduated from SUNY Albany with a Sociology and Political Science BA in 1977 and settled in Manhattan. His first job was as a management trainee at Branch Motor Express, a national freight company with 84 terminals. Within 4 years, he progressed to Manager of Revenue Accounting. Under his direction the company amassed 60 union staff members, an evening crew, and a freight bill microfiche dept that Kodak used as a financial management and sales demonstration of their equipment.

During this period, he attended CUNY Baruch College and graduated in 1983 with a Masters in Finance and Taxation. Also at this time he worked nights and weekends at H&R Block, managing their Seventh Avenue, Fourteenth Street branch.

After a short stint as Controller of the American Banker, Bond Buyer Newsletter companies, he followed his mentors to Congress Factors and Financial as an Assistant Controller. This firm, owned by PNC Bank, was eventually purchased by CIT Financial. During this period he built his own tax practice.

When his tax practice became too large to manage in addition to his primary employment, he joined forces with his father’s accounting firm, then in Lynbrook. The firm’s number of clients grew from 800 to 4500.

While an accountant and tax preparer, Jonathan attained a Certified Financial Planner (CFP) degree, Enrolled Agent (EA) status with the Treasury Dept, Real Estate Broker’s license, a Licensed Insurance Agent, an Accredited Tax Advisor (ATA), and a Registered Investment Advisor (RIA). He has served on many non profit Boards in advisory and officer capacities. He has incorporated, built and sold many businesses, and has lectured to a variety of organizations.

Jonathan works at the Lynbrook, Manhattan and New Jersey offices.