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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

Planning Specialties

I do my best work for:

  • High-earning Millennials
  • Tech Employees
  • Dentists
  • Pharmacists
  • Self-Employed / Business Owners

Specialty Areas:

  • Strategic Tax Planning
  • Tax Reduction Strategies
  • Equity-Based Compensation: RSU, ISO, NSO, ESPP, Etc.
  • Employer Sponsored Plans - Individual 401K (SoloK), Defined Benefit: Cash Balance Plan, SEP IRA, SIMPLE IRA, etc.
  • Retirement Planning / Early Retirement Planning
  • Estate Planning
  • Coordinating a team of professionals around my clients. Using their preferred CPAs and Estate Attorneys, or ones recommended from my network.

Additional Information

What I really want to share about me:

I genuinely care for the well-being of others, and I LOVE seeing other people succeed. I find my purpose in building up those around me, whether its family, friends, clients, or strangers. If you've got a kind-heart, good nature, and you value real connections - you're my people, come say hi!

Credibility still carries weight though, so here's this part too:

Jordan is a CERTIFIED FINANCIAL PLANNER™ practitioner and graduated Magna Cum Laude from Arizona State University with a Bachelor of Science in Finance. Jordan brings deep knowledge from his 14 years of experience with personal and business finance, strategic income tax planning, and investment management, and possesses a sincere commitment to serve others.

Fun Facts about Jordan:

  • Played lead guitar in a metal band in the late 2000s.
  • A talented vocalist, pianist, and proficient with a variety of instruments.
  • Loves to play chess (very mediocre ELO: ~1100), enjoys board games, and escape rooms.
  • Enjoys Dungeons and Dragons, Gaming, and building models in Excel (Clearly fun at parties).
  • Multilingual, fluent in Spanish and conversational in a number of Latin-based languages.

NAPFA Start Date

January 31, 2024

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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.
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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.

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This Office

20280 N. 59th Ave. STE 115-443 Glendale, AZ 85308 Phone: (623) 244-0252
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