Jaco Jordaan (CAIA, CFA®, CFP®, ChFC®, EA)

Jaco Jordaan focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

To Find Our More, click on the following links:

Additional Information

After twenty years working for on the corporate side of financial services, I made the decision that I really wanted to work directly with clients and I really wanted to work for myself. I left the corporate world and founded Sanitas Wealth Management. I find it very gratifying to help clients organize their finances and to guide them on a path where they can do the things they want to do in life because their finances are structured appropriately. 

My Experience:

Prior to Sanitas, I served as the Chief Investment Strategist of a national broker/dealer. I was directly responsible for a portfolio with over $2 billion in assets and made appearances on Bloomberg Radio, TheStreet.com, CNBC's Closing Bell, and FoxBusiness. I've also served as a Senior Portfolio Manager and high net worth financial planner for a private bank.

My Education:

The alphabet soup behind my name is illustrative of always learning. I have a bachelor's of business and a master's of science in financial analysis. I have earned the CERTIFIED FINANCIAL PLANNER(TM) certificate. To learn more about investments, I pursued and earned the Chartered Financial Analyst charter. To learn more about alternative investments (hedge funds, private equity, etc), I pursued and earned the Chartered Alternative Investments Analyst charter. And because you can't help clients take a comprehensive view if you don't understand the tax implications, I became an Enrolled Agent with the IRS. 

To find out whether Sanitas is a good fit for your financial needs, please reach out. Let's have a conversation about your concerns. 

(303) 325-7945

info@sanitaswealth.com

 

 

NAPFA Start Date

August 11, 2017

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This Office

357 McCaslin Blvd Ste 200 Louisville, CO 80027-2932 Phone: (303) 325-7945

Other Offices

11001 W 120th Ave Ste 400 Broomfield, CO 80021-3493 Phone: (303) 325-7945
4845 Pearl East Cir Ste 101 Boulder, CO 80301-6113 Phone: (303) 325-7945