Valencia, California Office
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Jordan works alongside clients to bring clarity to planning and investing. He provides comprehensive strategies across retirement, cash flow, and portfolios.
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Before joining EP Wealth, Jordan served in advisory roles at a private financial planning firm. He earned a B.S. in Finance and Management from The Master’s University and holds the CERTIFIED FINANCIAL PLANNER™ designation.
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Jordan’s approach is structured, responsive, and easy to follow. He translates complexity into clear next steps and maintains regular check-ins.
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Jordan enjoys time with his wife, Courtney, and an active outdoor lifestyle, including surfing, hiking, and fitness. He is involved in his local church.
Connect with Jordan
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