William Jorden

Senior Wealth Advisor at Charles Schwab

Role
Senior Wealth Advisor at Charles Schwab
Location
Scottsdale, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About William Jorden

William is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®), a Certified Wealth Strategist (CWS®), and a Chartered Retirement Planning Counselor (CRPC®). He earned his degree in Finance at Tulane University, A.B. Freeman School of Business in New Orleans, graduating Magna Cum Laude. He grew up in Scottsdale, AZ, where he resides with his wife and two sons, and attended Chaparral High School.

Experience

  1. Senior Wealth Advisor

    Charles Schwab

    Apr 2020 — Present · Phoenix, AZ, US

Education

  • Tulane University - A.B. Freeman School of Business

    Bachelor’s Degree, Magna Cum Laude, Dean's List, Finance

    2004 — 2008

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