JONATHAN P.LUNDMARK, CPA,CFP

The CPA license authorizes tax preparation, entity structuring, and attestation services. The CFP credential covers investment planning, retirement income strategies, estate planning, and insurance analysis. Holding both allows Lundmark to serve as a single point of contact for families who want tax work and investment management integrated within one advisory relationship.

The firm's regulatory posture is not publicly documented. As a CFP professional, Lundmark may provide investment advice under the CFP Board's fiduciary standard, but whether the practice files as an RIA with the SEC or state regulators is not disclosed in available records.

Dual CPA-CFP practitioners commonly serve business owners, professionals and multi-generational families with investable assets between $1 million and $30 million. The record does not confirm the firm's specific client profile or minimums.

No team or committee structure is publicly disclosed. The firm appears to be a principal-led practice, meaning Jonathan Lundmark personally oversees both tax and investment functions without a separately identifiable CIO, analyst team, or external investment committee.

The firm does not publicly describe a sourcing methodology. Boutique CPA-CFP practices typically allocate to managed portfolios, mutual funds, ETFs, and sometimes direct private placements through professional networks, but no specific sourcing channel is documented for this firm.