Jordan Edwards (CFA®, CFP®)

Additional Information

I'm a Lead Advisor at Avier Wealth Advisors, a Certified Financial Analyst (CFA) Charterholder, as well as a CERTIFIED FINANCIAL PLANNER™.
 
I have advised high net-worth executives, families and retirees for well-over a decade and bring specialized expertise in the following areas:
 

  • Concentrated stock positions including company stock awards (RSUs, options, etc.)
  • Maximizing company benefits options and tax minimization strategies
  • ESG and Socially Responsible investment options
  • Comprehensive financial planning and individualized investment solutions
  • Divorce Planning


I’m also an avid outdoorsman with a love for the mountains. In the summers I love to hike, and during the winters I try to hit the slopes as often as possible. My passion for winter sports runs so deep I volunteer with Outdoors For All to help people with disabilities adapt and learn to enjoy winter sports as well.

NAPFA Start Date

October 20, 2017

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This Office

10655 NE 4th St Ste 508 Bellevue, WA 98004-5039 Phone: (425) 467-1011