Paul Jordan

About Paul Jordan

I have served in various roles during my career at Edelman Financial Engines, but the one…

Experience

1. Financial Advisor Manager

   Edelman Financial Engines

   Sep 2007 — Present

   I joined Edelman Financial Engines in 2007 because EFE is one of the most highly regarded financial planning and investment management firms in the country. I have served in several roles and have been able to guide countless clients. During my tenure, I have worked with management to develop new planner training programs, and I ran a weekly podcast for our planners nationwide. I love being a coach and mentor, and I take great satisfaction in the success of my mentees and peers. In addition, I have served several terms on the Executive Team and as a voting member of the firm’s Investment Committee, making sure that the solutions we offer our clients will help them achieve their goals. To add to this, I collaborated with other leaders to create the firm’s Senior Awareness Committee which helps protect our elderly clients from financial abuse and fraud. I have also been a frequent speaker at national conferences, sharing my knowledge on financial planning and investment management concepts that work best for our clients. Looking ahead, I am wholly focused on making sure my clients receive the guidance they need to make sound financial decisions and find financial freedom.

Skills

• Investment Advisory
• Retirement Planning
• Finance
• Financial Planning
• Portfolio Management
• Asset Management
• Financial Services
• Mutual Funds
• Wealth Management Services
• Investments
• Wealth Management