Jordan Naffa (ABFP™, ADPA, AWMA, CFP®, CRPS, MBA)
Jordan Naffa focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Retirement Plan Investment Advice
Additional Information
Jordan Naffa is the Director of Financial Planning at Arista Wealth Management. He is a driving force for the company’s client engagements and wealth management strategies. Before joining Arista Wealth Management, he worked for nearly a decade as a financial advisor in the Central Valley of California.
Jordan is part of the team at Arista Wealth Management that was ranked by Citywire RIA as one of the fifty fastest-growing RIA firms in the nation in 2023. He feels proud to work at a firm with a steadfast client-centric focus. The firm mantra is, “We focus on your wealth, so you can focus on your dreams.”
Jordan is one of few financial advisors who holds six advising designations including the CERTIFIED FINANCIAL PLANNER™ and Certified Professional Retirement Coach, life & health insurance licenses, and master's degrees in both business administration and personal financial planning. Jordan is also an active member of Vegas Young Professionals through the Vegas Chamber Leadership Foundation, the National Association of Personal Financial Advisors, and the Financial Planning Association.
Through Homes For Our Troops, a 501(c)(3) organization, Jordan creates financial plans pro-bono that assist veterans and their families build foundations of well-being. He strives to improve their security through financial literacy and eventual home ownership. Also, Jordan volunteers with the CFP® Board as a mentee. Through supportive influences, he guides candidates through their journey toward passing the rigorous CERTIFIED FINANCIAL PLANNER™ examination.
Media outlets including Barron’s, CNBC, Investment News, and many others often cite Jordan for his advising acumen. Lastly, in 2024 he was a recipient of Business Elite’s national 40 Under 40 award highlighting Jordan as one of the most successful and ambitious American business leaders.
NAPFA Start Date
October 03, 2022