Jonathan E. Lilja, Esq., CFP®
obtained a National Social Security Advisor certificate to help clients with Social Security questions
meticulously reviews our clients’ estate planning documents
enjoys skiing, skating and golfing with his son
has a law degree and clerked for a Massachusetts Appeals Court judge
Jonathan Lilja joined CCR in 2014 as a Financial Planner, working with clients on complex financial planning needs. Jonathan utilizes his legal and wealth management background in his work for CCR clients. His tax preparation experience helps him answer client questions on best practices for tax issues and strategies. He also works with clients to maximize their Social Security benefits, and to better assist these clients, he pursued further education in social security, and obtained a National Social Security Advisor Certificate from the National Social Security Association, LLC. In addition, Jonathan often assists clients in understanding their estate documents and related planning issues.
Jonathan earned a Bachelor of Arts degree in Political Science from Bates College and a Juris Doctorate from Western New England School of Law. Jonathan clerked for a Massachusetts Appeals Court judge and practiced law for three years before joining a national wealth management firm, where he focused on financial planning for high net-worth clients, investment selection, and tax preparation. He earned designations as a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Trust and Fiduciary Advisor, is an Investment Advisor Representative, a notary public, and holds the Series 7 and 66 securities registrations. He is a member of the Massachusetts, United States District Court and United States Tax Court bars.
As the team lead of CCR's Financial Planning Committee, Jonathan says that working at CCR is “unlike other places I’ve worked where clients were held in a silo approach - only one particular advisor or staff member worked with them. Here at CCR, the whole team works with a client, and I appreciate getting to meet, talk and work with a variety of people with different wealth management needs.” When he is not at CCR, Jonathan enjoys skiing, skating, and golfing with his son.