NAPFA Spring 2026 National Conference Speaker

Jordan Banning, CFP® is the founder of Crafted Financial Planning, a fee-only RIA serving high-earning professionals in tech, healthcare, and business ownership. After spending years running a prospect process that lived entirely in his head, Jordan worked with his team to systematize it from the ground up — and learned more about his own gaps in the process than he expected. He's here to share what that looked like honestly, not as a finished product.