Jordan received his Finance Degree from California State University of Northridge. He is certified by the CFP Board as a CERTIFIED FINANCIAL PLANNER™ professional, a standard of excellence for financial planners in our industry. Jordan also holds Series 7 and Series 66 Securities Licenses. Jordan oversees the firm’s daily operations and ongoing portfolio research & management. Our clients entrust Jordan to make sure that their retirement planning goals and wealth management needs are being met.
When Jordan is away from the office, he loves to be active and outdoors. His hobbies include CrossFit training, boating and rooting for the Los Angeles Chargers football team.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.