Daphne Jordan (CFP®)

Daphne Jordan focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Additional Information

Did you know that a goal without a plan is just a wish?

At Pioneer Wealth Management, we enjoy helping folks reach and maintain their financial goals. We'll do this by analyzing your entire financial life picture and by answering the questions that matters most to you.

Contact me so we can map our your plan!

NAPFA Start Date

June 21, 2013