Srikant Jonnada, CF2

About Srikant Jonnada

Sri moved to the United States from India in 1991 and quickly fell in love with the Oklahoma City community. After operating several businesses of his own, Sri realized the great opportunity and reward of helping other business owners and individuals achieve success in their own lives. As a result, in 2009, Sri began his career in financial planning and advising*. Now ten years later, Sri serves as Founder, Principal, and Financial Advisor of Journey Financial Strategies.
Through Journey Financial Strategies, Sri serves his clients and his community, working tirelessly to bring value to the people around him. His success today is a direct result of his passion for business, his eagerness to help business owners and clients, and his loyalty to the Oklahoma City community. His strengths have always been his strong work ethic, the pursuit of knowledge, and his tenacity to keep fighting through difficult times. These days, Sri focuses on innovation and refining the business process, bringing unique planning opportunities to his clients and growing both personally and professionally. Bringing the Journey Financial team together has been his greatest professional achievement and is extremely proud to work with his partners.
Sri’s areas of professional expertise include business planning, retirement and investment planning, insurance and income protection, and estate conservation. His years of experience as an entrepreneur and working with business owners, combined with countless hours learning academic business principles, gives him a working knowledge in many business matters. This allows him to understand the needs of the business owner, while being able to bring an outside perspective to address everyday challenges.
MDRT is recognized internationally as the standard of excellence in the life insurance and financial services business. Sri has been a long-time member of Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, a global independent association of the world's leading life insurance and financial services professionals, demonstrating exceptional professional knowledge, strict ethical conduct, and outstanding client service. Sri has also been a member of New York Life Insurance Company's Executive Council (2010, 2011, 2013, 2014, 2016, 2018), President's Council (2012, 2015, 2017), and Chairman’s Council (2019-2023) all which are based on production with the company.
Nothing is more important to Sri than being an extremely involved and present father to his son Dash, they spend a lot of time together. They enjoy the great outdoors: camping, fishing, parks, and hiking. At home, they spend time together by cooking, gardening, reading and wrestling! They also spend a lot of time with their dogs Charles Barkley and Miss Maggie. Sri’s hobbies are planting, repairs and construction with his hands, tinkering, and traveling, mostly with Dash.
Being a crucial part of Sri’s life, his community service and giving back includes serving on the Board of the Oklahoma City Employee’s Pension, an Associate Board member of the Oklahoma Lawyers for Children, and other local business and community groups. He passes on this mindset to his son; often handing out food, donuts, water, and clothing around the metro to the homeless community. They also help their friends at any opportunity they get!