Paul

Jordan

CFP®

picture of a planner

Here to act in your best interests

About me

I am in the business of helping clients reach their financial goals and objectives. I enjoy connecting with people and offering value and guidance. When I am not working, I enjoy spending time with my family. I am a lifelong tennis player, and I am now embarking on learning the exciting game of pickleball!

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Arts, Journalism/Communications - Virginia Tech

Visit one of our Locations

Washington DC III - Fairfax

4000 Legato Road

8th Floor

Fairfax, VA 22033

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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