Charlie Jordan (CFP®)
Charlie Jordan focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Professional Athletes or Entertainers
- Women's Financial Planning Issues
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Professional Athletes or Entertainers
- Women's Financial Planning Issues
Planning Specialties
Philanthropic, Counsel Widows, Faith-based Financial Planning, Private Foundations.
NAPFA Start Date
August 13, 2012