About Jonathan E. Hartman
Preserving and Protecting Wealth Wherever Life Takes You.
A Life Shaped by Experience, Dedicated to Protecting Others
Jonathan was born and raised in Los Angeles, where he witnessed firsthand the emotional and financial impact of poor health and inadequate planning. His mother became disabled when he was just five years old, and years later his father battled ALS, requiring extensive long‑term care before passing away in 1986. His mother later faced her own long‑term care needs. Neither parent had long‑term care insurance, leaving Jonathan to shoulder significant financial responsibility during some of the most difficult moments of his life.
These experiences became the foundation of his mission: helping families protect their financial future so they never face what his family endured.
A Career Built on Expertise and Reinvention
Jonathan began his professional journey in the technology sector, working in the IBM space from 1984 to 1997. His early adoption of internet technologies led AT&T to recruit him as a regional internet specialist, where he helped businesses navigate the emerging digital landscape. In 2000, he joined SBC Datacomm, providing converged networking solutions to mid‑sized companies across Los Angeles.
In 2004, driven by his personal history and a desire to make a meaningful impact, Jonathan transitioned into the life insurance, long‑term care insurance, and retirement income planning industry. His blend of technical expertise, analytical thinking, and deep personal motivation allows him to simplify complex financial decisions and guide clients with clarity and compassion.
A Commitment to Families and Their Future
Today, Jonathan works with individuals, families, and business owners to build protection strategies that support long‑term security and peace of mind. His approach is grounded in education, transparency, and a genuine desire to help clients avoid the financial hardships he once faced.
Life Beyond the Office
Jonathan is happily married to his wife, Corine, and together they have two wonderful children, Julia and Benjamin. Outside of work, he enjoys traveling, playing golf, and appreciating fine whiskey and cigars—moments that remind him of the importance of living fully while planning wisely for the future.