Jonathan Pop

Co-Founder

Helping businesses, professionals, and their families minimize taxes, grow their assets, and establish generational wealth.

Our mission is to radically elevate the financial lives of high-earning professionals and business owners by delivering innovative tax strategies, institutional-caliber investment guidance, and deeply personal financial planning. We help clients experience wealth in ways they never thought possible by achieving stability and growth even in volatile markets, for this generation and the next. By blending the sophistication of the endowment investment model with proactive planning and relationship-driven service, we empower our clients to unlock opportunities, and protect their legacies. This is financial advice redefined. Registered Representative of Emerson Equity LLC. Securities offered through Emerson Equity LLC, Member FINRA, SIPC. Emerson Equity LLC is not otherwise affiliated with Diamond Mountain Financial LLC or any other entity identified herein. All investing involves risk. Past performance is not indicative of future results. Jonathan Pop CA Insurance Number 4261127.