About

Meet Donna Jordan, Your Certified Financial Planner®

Headshot of Donna Jordan, Certified Financial Planner©

Donna Jordan, Managing Member, is an Investment Manager, and CERTIFIED FINANCIAL PLANNER® PRACTITIONER. She holds the Accredited Investment Fiduciary® (AIF) designation, and is a Chartered Life Underwriter (CLU); and a Registered Health Underwriter (RhU). Ms. Jordan holds a Master’s degree and has over 40 years of experience in a broad range of financial services, including banking, financial planning, mortgage banking, insurance, investment management, and employee benefits.

Small Business Consultant

Ms. Jordan, having owned an Employee Benefits Consulting firm, Jordan Financial Services, is knowledgeable regarding the needs of small businesses, including retirement plans and other employee benefits such as health, disability, and life insurance.

Financial Educator

An adjunct instructor for Florida State University’s Office of Distance Learning, Ms. Jordan teaches both classroom and online financial planning classes for CFP® certification classes. She has also taught consumer education courses at both Pensacola Junior College and Okaloosa-Walton Community College. In addition, she is a state-designated Continuing Education instructor for Florida life insurance professionals.

Superior Knowledge & Standards

Ms. Jordan has served on the Textbook Review Committee for the CFP® Board of Standards, and has participated with FSU, in a grant from the Foundation for Financial Planning, to provide the public with financial planning information via the Internet.

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