Jordan Naffa, MBA, MS-PFP, CFP®
Director of Financial Planning
Jordan Naffa is the Director of Financial Planning at Arista Wealth Management, where he leads
the firm's comprehensive financial planning strategies for its clients. Jordan believes that
everyone deserves a customized financial plan designed to ensure long-term success. Before
joining Arista, he spent nearly a decade as a financial advisor in California's Central Valley,
helping families and business owners align their financial decisions with their values and goals.
A lifelong learner and advocate for financial literacy, Jordan holds multiple professional
designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Professional
Retirement Coach (CPRC®), and various insurance licenses. He also earned master's degrees
in both Business Administration and Personal Financial Planning. Jordan is an active member of
the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Beyond his professional commitments, Jordan is dedicated to serving others. Through Homes
For Our Troops, he develops pro bono financial plans for veterans and their families to help
them achieve lasting financial security and homeownership. He also serves pro bono with After
Innocence, providing financial guidance to individuals who have been exonerated after wrongful convictions
convictions, helping them rebuild their financial lives with dignity and stability.
In addition, Jordan volunteers with the CFP® Board and Kaplan College as a mentor, guiding
aspiring planners through the challenges of earning their CERTIFIED FINANCIAL PLANNER™
designation and advanced degrees in financial planning.
Jordan's professional insights have been featured in leading media outlets such as AARP,
Barrons, CNBC, Investment News, Reuters and others. He was also recognized by U.S.
Senator Dianne Feinstein for his professional excellence, leadership, and selfless service to
others.
the firm's comprehensive financial planning strategies for its clients. Jordan believes that
everyone deserves a customized financial plan designed to ensure long-term success. Before
joining Arista, he spent nearly a decade as a financial advisor in California's Central Valley,
helping families and business owners align their financial decisions with their values and goals.
A lifelong learner and advocate for financial literacy, Jordan holds multiple professional
designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Professional
Retirement Coach (CPRC®), and various insurance licenses. He also earned master's degrees
in both Business Administration and Personal Financial Planning. Jordan is an active member of
the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Beyond his professional commitments, Jordan is dedicated to serving others. Through Homes
For Our Troops, he develops pro bono financial plans for veterans and their families to help
them achieve lasting financial security and homeownership. He also serves pro bono with After
Innocence, providing financial guidance to individuals who have been exonerated after wrongful convictions
convictions, helping them rebuild their financial lives with dignity and stability.
In addition, Jordan volunteers with the CFP® Board and Kaplan College as a mentor, guiding
aspiring planners through the challenges of earning their CERTIFIED FINANCIAL PLANNER™
designation and advanced degrees in financial planning.
Jordan's professional insights have been featured in leading media outlets such as AARP,
Barrons, CNBC, Investment News, Reuters and others. He was also recognized by U.S.
Senator Dianne Feinstein for his professional excellence, leadership, and selfless service to
others.