Jordan is an associate on the True Wealth Team. As an associate, he is responsible for participating in client meetings and working with the advisors to ensure that all of the financial planning action items are addressed. As a licensed CERTIFIED FINANCIAL PLANNER™, Jordan serves the True Wealth clients as a fiduciary in their financial planning needs.
Jordan grew up in Danville, CA. After attending Brigham Young University and graduating with a bachelor's degree in Economics and receiving a master’s degree in Financial Planning and Analytics from Utah Valley University, he is back in the Bay Area. He loves all things musical theater, being outdoors, finding new hobbies, and going to CrossFit.