Jonathan Dash

Jonathan Dash

Jonathan Dash is the Founder of Dash Investments. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. With over 25 years of experience in investment management, Mr. Dash has an established reputation as a superior money manager. Dash Investments has been covered in major business publications such as Barron’s, The Wall Street Journal, and The New York Times. Mr. Dash graduated from the University of Southern California with a B.S. in Finance and has also completed numerous executive programs at both Harvard Business School and Columbia Business School covering corporate restructuring, mergers and acquisitions, financial analysis and valuation. Jonathan Dash 310-502-6364

One-Time Financial Planning vs. Ongoing Financial Planning - Which is More Beneficial?

17th April 2024

Financial planning is a widely discussed concept due to its ability to streamline savings and investments, goal setting, and achievement. ...Read more

7 Key Areas Where Financial Planning Is Important

9th September 2022

Financial planning is an essential piece of the puzzle to solving your financial concerns. Whether you want to save for a car or for your ...Read more

How Often Should You Review and Update Your Financial Plan?

24th August 2022

A financial plan is a document that contains your financial goals, strategies to achieve those financial goals, your current financial situation, ...Read more

Financial Planning for Women At All Life Stages

16th August 2022

Financial planning is critical for all people. Financial planning can be vital for everyone regardless of age, income, or gender. However, it can ...Read more

Cash Flow vs. Goal-Based Financial Planning

23rd May 2022

Sound financial planning is indispensable for a secure future. However, most people think of financial planning as a burden and often delay ...Read more

4 Financial Planning Tips For Your Family

2nd May 2022

Life is full of milestones – graduating from high school, passing out from college, getting a job, finding your partner, having children, ...Read more

2022 Financial Planning Trends and Their Implications

21st April 2022

2021 was an unpredictable year of fluctuating financial planning trends. With COVID-19 still lingering on and the impact of the pandemic visible ...Read more

9 Good Financial Habits to Improve Your Financial Success

12th April 2022

The European Journal of Social Psychology published a study in 2009 that states that it can take anywhere between 18 to 254 days for a person to ...Read more

5 Financial Planning Tips for 5 Stages of Life

29th March 2022

Financial planning refers to preparing for your future financial needs. This can include saving for your health expenses when you are old, ...Read more

Why Work With a Registered Investment Advisor?

25th March 2022

Whether it is budget creation, retirement planning, tax optimization, debt minimization, estate planning, or another specific financial area, it ...Read more