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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This Office

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