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Jordan Daniels, CFP®

Wealth Manager, Partner

Jordan serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than a decade of experience in the financial services industry, Jordan has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Jordan was a client advisor and Chief Operating Officer for an independent investment advisory firm.

Jordan earned a Bachelor of Arts degree in economics from Haverford College. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Jordan and his wife, Danielle, reside in Wilmington, Delaware, with their three children — Isla, Lottie and Everett. Together, they most enjoy travel and the outdoors.

Articles by Jordan Daniels, CFP®

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