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

Planning Specialties

Philanthropic, Counsel Widows, Faith-based Financial Planning, Private Foundations.

NAPFA Start Date

August 13, 2012


This Office

3344 Peachtree Rd NE Ste 2000 Atlanta, GA 30326-4804 Phone: (404) 760-9000 Fax: (404) 604-3754