Jordan Naffa (ABFP™, ADPA, AWMA, CFP®, CRPS, MBA)

Jordan Naffa focuses in the
following client markets or areas of practice:

Business Owners

Estate & Generational Planning Issues

Financial Psychology/Coaching

High Net Worth Client Needs

Retirement Plan Investment Advice

Tax Planning

Additional Information

Jordan Naffa is the Director of Financial Planning at Arista Wealth Management, where he leads the firm's comprehensive financial planning strategies for its clients. Jordan believes that everyone deserves a customized financial plan designed to ensure long-term success. Before joining Arista, he spent nearly a decade as a financial advisor in California's Central Valley, helping families and business owners align their financial decisions with their values and goals.

A lifelong learner and advocate for financial literacy, Jordan holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Professional Retirement Coach (CPRC®), and various insurance licenses. He also earned master's degrees in both Business Administration and Personal Financial Planning. Jordan is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Jordan's professional insights have been featured in leading media outlets such as AARP, Barrons, CNBC, Investment News, Reuters and others. He was also recognized by U.S. Senator Dianne Feinstein for his professional excellence, leadership, and selfless service to others.

NAPFA Start Date

October 03, 2022

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