Daphne  Jordan

Daphne Jordan

| CFP®

Pioneer Wealth Management Group

Mapping the tomorrows for individuals, families and nonprofits

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

Visit Us

700 Lavaca St
Ste 1400
Austin, TX 78701

Daphne Jordan is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Daphne Jordan is a Fee Only Financial planner in Austin, TX and is a NAPFA-Registered Financial Advisor.

Education
B.A. Mathematics
The University of Texas at Austin
Professional Designations
CERTIFIED FINANCIAL PLANNER​™ Practitioner 

Areas of Specialization

Non-Profit Financial Management
Retirement Planning
Gifting/Charitable Strategies

Estate Planning
High Net Worth Issues

 
Hometown
Austin, TX

Community & Leadership
Austin Financial Planning Association - 2018 President-Elect | Past Career Day Chair

NAPFA - Study Group Leader | Diversity & Inclusion Co-Chair