A graduate of the State University of New York, College at Brockport, Alex holds a degree in Finance and Economics, with nearly 15 years of experience in the financial planning industry and a Certified Financial Planner (CFP®) designation. His purpose-driven approach is dedicated to guiding you towards the realization of your financial goals with a unique blend of knowledge and experience.
When you choose to partner with us, you're not just gaining a financial advisor – you're gaining a dedicated partner on your financial journey. Explore the possibilities, plan with a purpose, and pursue your financial aspirations with confidence. Welcome to a future of financial success with Jordan Wealth Management.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.