Kiah Jordan

Founder and Professional Trustee @Impact Family Office

Santa Barbara, CA, US
EMAILS
k•••@impactfamilyoffice.com
MOBILE NUMBERS
+18•••••••45

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WORK HISTORY

May 2016 — Present

Founder and Professional Trustee @Impact Family Office

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Santa Barbara, CA, US

Impact Family Office is an impact-focused, collaborative multi-family office with no assets under management. We provide clients with customized services based on the belief that all financial decisions create an impact on families, communities, and the world. We guide the development of a purposeful impact strategy that can create intentional alignment of capital resources with values.We serve as guides, advisors, and trustees to assist in the decision-making, management, and deployment of financial resources. We are committed to providing honest advice and transparent operations through clarity of all third-party relationships and conflict-free financial transactions.

EDUCATION

2002 — 2006

Westmont College

BA, Economics/Business and Spanish

2008 — 2010

UC Santa Barbara

Certification, Professional Financial Planner

2014 — 2016

USC Marshall School of Business

Master of Science (MS), Social Entrepreneurship

SKILLS

Asset ManagementExecutive ManagementSmall BusinessFinancial ModelingPortfolio ManagementStart-UpsSocial EntrepreneurshipManagementBusiness DevelopmentWealth ManagementLeadershipProperty ManagementPrivate EquityBudgetingStrategic PlanningAsset ManagmentRetirementStrategic Financial PlanningBudgetsFinanceFinancial AnalysisCommercial Real EstateDue DiligenceSocial ImpactTaxImpact StrategyFinancial PlanningAccountingImpact InvestingReal Estate InvestmentInvestment PropertiesInvestmentsEntrepreneurship

ABOUT KIAH JORDAN

Impact Family Office is an impact-focused, collaborative multi-family office with no assets under management. We provide clients with customized services based on the belief that all financial decisions create an impact on families, communities, and the world. We guide the development of a purposeful impact strategy that can create intentional alignment of capital resources with values.We serve as guides, advisors, and trustees to assist in the decision-making, management, and deployment of financial resources. We are committed to providing honest advice and transparent operations through clarity of all third-party relationships and conflict-free financial transactions.

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