Jordan serves as a Private Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management and charitable planning. Jordan’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Jordan has worked in the financial services industry for over a decade and has a diverse background. Before joining Creative Planning, he worked for one of the nation’s most respected financial service companies. While there, he spent time helping former and current military service members and their families create comprehensive financial plans. Jordan has also worked for one of the world’s largest financial institutions specializing in full-service relationship management for high net worth individuals and their families. He has also spent time working in the area of risk management for a top-rated national insurance company.
Jordan earned a bachelor’s degree in finance from the University of Utah in Salt Lake City and a master’s degree in financial planning with a 4.0 grade point average from the University of Georgia in Athens. Jordan is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
When not serving clients, Jordan loves to spend time with his wife, Sabrina, and their five children. His world revolves around attending and coaching sporting events with his family. Whether it be dance, wrestling or Brazilian Jiu Jitsu, the Arave family stays very active. Jordan and Sabrina also volunteer their time serving in their church.
*See all Creative Planning disclosures and sources.