TEAM

At Schonfeld Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

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Jay M. Schonfeld, JD, CLU, CLTC

Chartered Financial Consultant
216.295.0945
216.295.0961
jay.schonfeld@lpl.com

After graduating from the University of Wisconsin-Madison with a BBA degree in Risk Management and Insurance, Jay enrolled in the Case-Western Reserve University School of Law, from which he graduated with a JD degree. He was admitted…

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Jonathan Schonfeld

Wealth Manager
216.295.0945
216.295.0961
jonathan.schonfeld@lpl.com

Jonathan Schonfeld is a graduate of the University of Wisconsin-Madison where he received his Bachelors of Science in Psychology, and National Louis University in Chicago where he received his Masters of Arts in Teaching. Jonathan…

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Gina Marie Bates

Executive Assistant
216.295.0945
216.295.0961
gina.rocco@lpl.com

Gina Bates joined Schonfeld Financial Servies in 2015 as an Executive Assistant. She plays an integral role in ensuring that all of our clients’ experience is consistently exceptional and meets our clients’ expectations for timely…

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Jay M. Schonfeld, JD, CLU, CLTC

Chartered Financial Consultant

216.295.0945
216.295.0961
jay.schonfeld@lpl.com

After graduating from the University of Wisconsin-Madison with a BBA degree in Risk Management and Insurance, Jay enrolled in the Case-Western Reserve University School of Law, from which he graduated with a JD degree. He was admitted…

Read More

Jonathan Schonfeld

Wealth Manager

216.295.0945
216.295.0961
jonathan.schonfeld@lpl.com

Jonathan Schonfeld is a graduate of the University of Wisconsin-Madison where he received his Bachelors of Science in Psychology, and National Louis University in Chicago where he received his Masters of Arts in Teaching. Jonathan…

Read More

Gina Marie Bates

Executive Assistant
216.295.0945
216.295.0961
gina.rocco@lpl.com

Gina Bates joined Schonfeld Financial Servies in 2015 as an Executive Assistant. She plays an integral role in ensuring that all of our clients’ experience is consistently exceptional and meets our clients’ expectations for timely…

Read More

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