Jordan Naffa MSPFP, CFP®
Director of Financial Planning
Jordan works as the director of financial planning and senior planner at Arista Wealth Management. Jordan has over eight years of experience as a financial planner. Jordan received his Master of Finance degree with an emphasis in personal financial planning at the College for Financial Planning. Throughout his tenure as an advisor, Jordan has earned the Accredited Domestic Partnership Advisor™, Accredited Wealth Management Advisor™,CERTIFIED FINANCIAL PLANNER ™, Chartered Retirement Plans Specialist™ and Life Underwriter Training Council Fellow™ designations. Jordan also earned California life, health and variable contracts insurance licenses.
Jordan offers pro bono financial planning for Homes for Our Troops, a nonprofit organization and is an active CERTIFIED FINANCIAL PLANNER ™ mentor aiding CFP® candidates with exam preparation.
Jordan married his beautiful wife Amy in 2021, enjoys spending time with family, gardening and exercising.