CERTIFIED FINANCIAL PLANNER™

jordan@transversewealth.com

After spending years delivering sophisticated financial advice to high-net-worth executives, individuals, and families while working at firms like Morgan Stanley and Raymond James; Jordan realized his true passion for financial planning shined through the brightest when he was having conversations with his family and friends about what mattered most to them. The more of these conversations he had, the more he became aware of the fact that many of the people around him had a limited number of options for objective financial guidance; especially compared to the quality of advice available to higher net worth individuals. This just didn’t make sense; why would people like his own mother, who financially struggled at times as a single mom of two, not have similar access to advice and guidance from an experienced professional? So, he decided to start his own virtual, fee-only advisory practice focused on his passion of helping people of all walks of life achieve their goals, dreams, and aspirations. 

 Bringing financial education and guidance to people has been something that has inspired Jordan since he was a student at the University of Connecticut. Jordan’s original passion in life was to become a Doctor and he started out on the pre-med track. However, halfway through college, Jordan’s inspiration began to transition from helping people with their physical health to helping people with their financial health. He decided to double major in Biological Sciences and Economics as well as form an organization on campus focused on bringing financial education to fellow classmates. Jordan graduated Magna Cum Laude while still enjoying the multiple men’s and women’s college basketball championships during his 4 years of undergraduate education. 

 Jordan has spent his entire career in financial services dedicating himself to understanding a client’s goals and developing a plan to help them accomplish what matters most. He has continued to expand on his skills, experience, and knowledge by attaining the CFP® certification, one of the most respected financial planning credentials and recognized standards of excellence in personal financial planning. As a Certified Financial Planner™ practitioner, Jordan is held to the highest ethical standards and his fiduciary duty gives clients the utmost confidence that he will put their interests and wellbeing first. 

 Originally from Connecticut, Jordan moved to New York City after graduation and spent a few years working on Park Avenue in Midtown Manhattan. He now resides in Southern California with his girlfriend Taylor and highland lynx Lia. Jordan enjoys hiking, going to live events, eating out at new restaurants, and anything beach related! When he is not busy helping his valued clients, you can find Jordan body surfing in the Pacific with his family and friends!