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


This Office

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