Jordan Banning, CFP®
Founder & President
Jordan Banning, CFP®
Meet Jordan, your financial strategist with a unique edge, transforming complex financial concepts into clear, actionable strategies.
Jordan has earned one of the most respected credentials in the financial planning industry, he is a CERTIFIED FINANCIAL PLANNER™ practitioner and an experienced financial professional since 2010.
Jordan’s approach is refreshingly straightforward: he’s committed to understanding you sincerely and then optimizing your financial success. Drawing on his extensive background in personal and business finance, strategic tax planning, and investment management, he crafts tailored solutions that align with your unique needs and goals.
Jordan’s commitment to financial planning and his community extends beyond his client work. He serves as a volunteer Board Member for NAPFA (National Association of Personal Financial Advisors), overseeing memberships at NAPFA Genesis, supporting the next generation of financial advisors. He is also a member of Rising Leaders | St. Vincent de Paul, an organization dedicated to feeding, clothing, housing, and healing individuals and families in our community who need it most.
Jordan’s blend of technical expertise, creative problem-solving, and genuine interest in his clients sets him apart in the financial planning world. With Jordan, you’re not just getting a financial advisor – you’re gaining a dedicated partner who’s as invested in your financial future as you are.
Whether you’re looking to fine-tune your current financial strategy or build an entirely new plan from the ground up, Jordan is ready to help you make smart moves and achieve your goals.
But there's more to Jordan than just numbers. He’s also a:
- #1 World’s Greatest Dad (Mug-Certified, so it's official!)
- Proficient vocalist and multi-instrumentalist; former lead guitarist and Battle of the Bands winner.
- Strategy enthusiast applying his problem-solving skills in escape rooms and over chess boards.
- Financial modeling and Excel expert (yes, he actually enjoys this!)
- Multilingual problem-solver, fluent in both Spanish and the language of money
