Johnathan Breen is a Financial Advisor at OneSeven, where he helps individuals and families navigate the complexities of their financial lives through personalized, comprehensive planning. With a focus on retirement planning, wealth management, tax strategies, and estate planning, Johnathan brings a multidisciplinary approach to each client relationship—drawing on his legal background to support family and generational wealth planning.

Since entering the financial services industry in 2014, building upon a successful legal career which began in 2010, Johnathan has worked at the intersection of law, finance, and tax. He believes in a collaborative, goal-based planning process, often coordinating with legal and tax professionals to ensure his clients’ full financial picture is aligned and optimized.

Johnathan holds a J.D. from Syracuse University College of Law and a B.S. in Business Administration from Sacred Heart University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 66 licenses, as well as insurance licenses.

In addition to his work at OneSeven, Johnathan is the managing attorney of his law firm. Outside of the office, he enjoys staying active and has played both indoor and beach volleyball at a semi-professional level. He lives in Massachusetts with his wife, Danielle, and their two daughters, Adeline and Madison.