Valencia, California Office
-
Jordan works alongside clients to bring clarity to planning and investing. He provides comprehensive strategies across retirement, cash flow, and portfolios.
-
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.
-
Jordan’s approach is structured, responsive, and easy to follow. He translates complexity into clear next steps and maintains regular check-ins.
-
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
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
EP Wealth advisors share important...
401(k) contribution limits have been...
Scenario planning tests financial...
Financial independence by 40 is an...




