Financial Advisor@ Valeo Financial Advisors LLC
Denver, Colorado, United States
Greg Jordan
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Indiana University Bloomington
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FlashIntel GPTGreg Jordan is a certified financial planner and CERTIFIED FINANCIAL PLANNER with 12.2 years of experience. He specializes in investment management, real estate financing, life and health insurance licenses, and wealth management. Based in the United States, Greg leads Valeo Financial Advisor's Denver office and works with high-net-worth families and business owners on comprehensive financial planning strategies. He has extensive experience working with families in the Cherry Creek area, focusing on Colorado, California, Washington, and Indiana. Prior to joining Valeo, Greg was a Chairman Club awarded VP Financial Consultant with Charles Schwab.
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About
Greg Jordan is a financial advisor and CERTIFIED FINANCIAL PLANNER™ who leads Valeo Financial Advisor's Denver office. Greg works with high-net-worth families and business owners on comprehensive financial planning topics and business planning strategies. VFA sources private real estate investments, venture capital funds, public and private equity transactions, and taxable and tax-free fixed income securities for clients. Greg has predominantly worked with families in the Cherry Creek area for the last 5 years, and now covers Colorado, California, Washington, and Indiana. Prior to opening the VFA - Denver office, Greg was a Chairman Club awarded VP Financial Consultant with Charles Schwab.
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Financial Advisor
Financial Services
Greg Jordan's Professional Milestones
- Senior Investment Consultant (2013-01-01~2014-07-01): Successfully managed portfolios, maximizing returns and establishing strategic partnerships for clients.
- Vice President - Financial Consultant (2014-07-01~2018-01-01): Successfully implemented strategic financial solutions for clients, optimizing their success and enhancing their wealth management.
Education
Economics,
Bachelors,
Bachelor Of Arts
2011Skill
Certified Financial Planner
Investment Management
Real Estate Financing
Life And Health Insurance Licenses
Wealth Management
Certification
Colleagues
Justin M. Padgett, CFP®️
president at valeo financial advisors llc | financial advisor
Jared Luegers, CFA
director of strategic initiatives at valeo | president at cfa society indianapolis
Janna Hinton
director of client services at valeo financial advisors llc
Greg Fulk
Chief Operating Officer
Shannon Zengler, SPHR, SHRM-CP
Director Of Human Resources
Other Named Greg Jordan
Frequently asked questions
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Greg Jordan's social media include: Linkedin,
Greg Jordan works for Valeo Financial Advisors LLC
Greg Jordan's role in Valeo Financial Advisors LLC is Financial Advisor
Greg Jordan works in the industry of Financial Services
Greg Jordan's colleagues are Justin M. Padgett, CFP®️,Jared Luegers, CFA,Janna Hinton
Greg Jordan's latest job experience is Financial Advisor at Valeo Financial Advisors LLC
Greg Jordan's latest education in Indiana University Bloomington
