Jordan Edwards (CFA®, CFP®)
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