Jonathan Penaloza is the Co-Founder of Swan Lake Wealth and a financial professional whose background spans healthcare, finance, and business development. He earned his Bachelor of Science in Healthcare and Finance from California State University, Long Beach, and has built a strong foundation in mergers and acquisitions, marketing strategy, and client relationship management through his tenure at a leading independent broker-dealer.

Born and raised in San Juan Capistrano, Jonathan has deep roots in Orange County and is proud to serve the individuals, families, and business owners who call the community home. His well-rounded background allows him to develop personalized financial strategies that align with each client’s goals, values, and life circumstances. His commitment to excellence and forward-thinking approach helps clients navigate complex financial decisions with clarity and confidence.

Outside of his professional work, Jonathan is deeply involved in his community as an active member of Zion Church. He enjoys staying active through outdoor sports and is continually expanding his knowledge in nutrition and healthy living.