Brandon Jordan (CEPA, CFP®, ChFC®, CLU, Master of Science Accounting)
Brandon Jordan focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
Planning Specialties
Our focus in on serving business owners! The closely held small business community is the backbone and lifeblood of the US economy. We are committed to doing our part to equip businesses and their owners to thrive.Additional Information
Our mission is to equip clients to make important decisions from a position of confidence. We believe that greater confidence often leads to better decisions. We believe that better decisions often lead to better outcomes and a more meaningful, positive, and enduring IMPACT on their family, their community, and themselves.NAPFA Start Date
July 05, 2022
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.