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®
*See all Creative Planning disclosures and sources.
