Joe Gordon
Financial Planner - J. Gordon Financial Services
- Role
- Financial Planner Wealth Advisor at J. Gordon Financial Services
- Location
- State College, PA, US
- LinkedIn followers
- 500 followers
About Joe Gordon
Registered Representative/Investment Advisor J. Gordon Financial…
Experience
Financial Planner Wealth Advisor
May 2009 — Present
Financial Planner affiliated with Diversified Asset Planners, Inc, a comprehensive financial planning and advisory firm, helping success driven clients make smart decisions to advance their financial well-being. We develop a customized road map for clients to reach their financial objectives using a comprehensive six step process.Specialties:Goal setting; Financial plan review; Retirement accumulation and withdrawal strategies; Investment management for major life changes; College savings; Estate planning; Small business retirement plans; and tax efficient portfolio management strategies.To see how to advance your financial well-being, contact us to schedule your confidential consultation: P (81••••••92 email J•••@jgordonfinancial.com; or visit us on the web: to learn more.Securities offered through J.W. Cole Financial - Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisory.
Education
Penn State University
Bachelor of Science - BS, Finance and Economics
1990 — 1994
Penn State University
Bachelor of Science - BS, Finance and economics
Bucknell University
MS, Business Administration
1996 — 1999
Skills
- Financial Advisory
- Series 7
- Financial Planning
- Financial Services
- Strategic Planning
- Retirement Planning
- Wealth Transfer Planning
- Business Process Improvement
- Business Planning
- Retirement
- Strategic Financial Planning
- Risk Management
- College Savings Plans
- Forecasting
- Wealth
- Asset Management
- Process Improvement
- Strategy
- Retirement Income Strategies
- Investments
- Cross-Functional Team Leadership
- Insurance
- Budgets
- Finance
- Management
- Mergers & Acquisitions
- Analysis
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