About Jonathan

JONATHAN FUNK, RFC®, RSSA®

Jonathan Funk is the Owner and Principal Broker of The Funk Agency, where he specializes in retirement planning, Medicare, and Social Security strategy.

With over two decades of experience in the financial and insurance industry, Jonathan focuses on helping individuals and couples make informed decisions around some of the most important aspects of retirement, including when to take Social Security, how to coordinate income, understand their Medicare options, and protect what they have worked hard to build.

Jonathan is a Registered Financial Consultant (RFC®) and a Registered Social Security Analyst (RSSA®), and is licensed in multiple states to offer insurance and Medicare related products.

As an independent advisor, Jonathan works with a range of highly rated insurance companies, allowing him to help clients evaluate options based on their individual needs and goals rather than a one size fits all approach.

His approach is centered on clarity, education, and long term strategy. Whether through a personalized Social Security analysis or broader retirement planning conversations, his goal is simple: to help clients make confident and well informed decisions.

Jonathan earned his Bachelor’s degree from Pensacola Christian College in 2003 and has dedicated his professional career to serving individuals and families in the retirement planning space.

Jonathan resides in Tennessee with his wife, Christina, and their son, Jack, and works with clients across the country.