Jonathan R. Abbett, CLU, ChFC

Jonathan R. Abbett, CLU, ChFC

President

Phone: (301) 610-0071
Fax: (301) 610-0079
E-mail:

Jonathan Abbett, CLU, ChFC founded FAA in 1995 to better service the benefits and investment needs of not-for-profit organizations. He has been a financial planning professional in the Washington business community for 14 years, 11 of which have been specialized in the association marketplace.

Mr. Abbett built his insurance and investment practice over this period of time from a solo operation, managing individual clients, to a firm of over 15 financial professionals serving over 100 not-for-profit organizations and over 500 individual clients. FAA currently manages over $50 million in organization and individual assets and over $150 million in insurance programs, supporting an array of tax-efficient executive deferred compensation, estate and individual accumulation plans.

Mr. Abbett is an honored professional in the 2001-2002 National Register's Who's Who in Executives and Professionals. In addition to working with not-for-profit organizations and their executives, Mr. Abbett serves as Committee Chair and Board member for several not-for-profit community organizations. He has been a volunteer guest speaker for over 100 sponsored events on a variety of financial planning topics, examples of which are listed below:

  • Executive Forums, e.g. American Council of Association Executives, Leadership Advantage, etc. on executive deferred compensation.
  • U.S. Department of Agriculture and U.S. Treasury seminars on investments and retirement planning.
  • U.S. Departments of Transportation and Labor seminars on college and retirement planning.
  • D.C. Chartered Health Plan presentation on financial planning and management.
  • The Institute for Genomic Research seminars on retirement planning.

Mr. Abbett received his Accounting degree from the University of Maryland, R.H. Smith School of Business. He is also an Investment Advisor Representative, and received his Chartered Life Underwriter designation from the American College. Registered Representative, Securian Financial Services, Inc.