Jonathan DeYoe, CPWA®, AIF®

Author, Speaker, & CEO of Mindful Money

Jonathan DeYoe is a Financial Advisor and the CEO of Mindful Money, a comprehensive financial planning and retirement income planning service based in Berkeley, California. With over 25 years of financial advising experience, Jonathan is a speaker and the best-selling author of "Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend." Jonathan holds a BA in Philosophy and Religious Studies from Montana State University-Bozeman. He studied Financial Analysis at the CFA Institute and earned his Certified Private Wealth Advisor (CPWA®) designation from The Investments & Wealth Institute. He also earned his Accredited Investment Fiduciary (AIF®) credential from Fi360. Jonathan has been featured in the New York Times, the Wall Street Journal, Money Tips, Mindful Magazine, and Business Insider among others.

wikiHow's Editorial ProcesswikiHow partners with over 1000+ experts from a wide range of fields to ensure our content is accurate and based on well-established research and testimony. Content Managers conduct interviews and work closely with each expert to review information, answer reader questions, and add credible advice. Learn more about our editorial process and why millions of readers trust wikiHow.

Co-authored Articles (9)

Filling Out a Money Order: Everything You Need to Know

Learn how to quickly and easily fill out a money order correctly Money orders are a great way to get money where it needs to go quickly—but the front has a lot of blanks and can be confusing at first. What information ...

How to

Calculate Dividends

When a company makes money, it usually has two general options. On one hand, it can reinvest this money in the company by expanding its own operations, buying new equipment, and so on. (Money spent this way is called "re...

How to

Calculate NPV

If you’ve never calculated net present value (NPV) before, the process can feel kind of perplexing. Don’t worry though—once you know the formula, calculating NPV isn’t hard. We’ll walk you through how to do it ...

How to

Annualize

Annualization is a predictive tool that estimates the amount or rate of something for an entire year, based on data from part of a year.. 15 October 2020. This tool is primarily used for taxes and investments. If you're ...

How to

Change Social Security Direct Deposit

Practical information to help you get your Social Security benefits in the account where they belongStarting in 2013, a new law went into effect that requires all Social Security benefits to be deposited electronically i...

How to

Calculate Annualized Portfolio Return

If you want to find out how much you're earning on your investments, you likely know that you can subtract the starting value from the ending value. If you then divide that number by the starting value and multiply by 10...

How to

Borrow Money from a Friend

Borrowing money from a friend seems like it should be easier and more flexible than trying to get a bank loan. However, adding money to a friendship can be a recipe for disaster if done hastily. Before asking your buddy ...

How to Say No When Someone Asks You For Money

Preserve your relationships with these kind excuses When a family member, friend, or acquaintance asks you for money, it can feel uncomfortable or even rude to simply say, “No.” While no is an acceptable answer, comi...

How to

Calculate the Growth Rate of Nominal GDP

There are several calculations that a country can make when trying to measure its economic progress. The gross domestic product (GDP) has become the foremost measure of economic activity for most countries. It is the mea...