Jordan Banning (CFP®)
Jordan Banning focuses in the
following client markets or areas of practice:
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Millennials
- Tax Planning
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Millennials
- Tax Planning
Planning Specialties
Equity Compensation & Concentrated Stock | Tax Planning & Optimization | Cash Flow Planning | Technology Professional Wealth Management | Estate Planning Coordination | Investment Management
Additional Information
I help software developers and data engineers navigate the complexity of equity compensation (RSUs, ESPPs, ISOs, NSOs) through strategic tax planning. If you're vesting six figures in company stock annually and wondering how to optimize the tax hit, when to sell, and how to diversify intelligently, I can help.
NAPFA Start Date
January 31, 2024
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