Jaco Jordaan
CFP®, CFA®, CRPS®, ChFC®, CAIA®, EA
Opus Financial Solutions
Wealth Manager
Jaco Jordaan
CFP®, CFA®, CRPS®, ChFC®, CAIA®, EA
Opus Financial Solutions
Wealth Manager
At Opus our hope is to make a difference in our clients' lives by helping them optimize their financial choices so they can live the life they choose. - Jaco Jordaan, CFP®, CFA®, CRPS®, ChFC®, CAIA®, EA
Fee-Only financial planner serving Boulder, Louisville, Broomfield and the surrounding Front-Range community.
Opus Financial Solutions is a fee-only fiduciary, financial consulting, tax-planning and investment management firm with locations in Boulder, Colorado and Downers Grove, Illinois --serving clients across the United States.
Advisory services provided by Opus Financial Solutions LLC, a registered investment advisor.
Jaco Jordaan is a Wealth Manager at Opus Financial Solutions, LLC, located in Boulder, CO.
After graduating from the University of Texas at Austin, I started my career in financial services in 1996 selling mutual fund portfolios by cold-calling prospects. The interactions were impersonal and intrusive. I did not enjoy it, and it likely created my first bias against "selling" products in financial services.
Since that initial experience, I have built a career in financial services by building my knowledge in different areas of the industry with an eye towards always serving the best interests of clients through a consultative approach. I have held positions spanning from customer service and operations to technical financial planning support of financial advisors. As a private banking representative, I have worked directly with high net worth clients to develop custom financial plans to pursue their retirement, estate and distribution goals, and I have worked as a portfolio manager to implement the investments needed to pursue those goals. For approximately 10 years, I served as the Chief Investment Strategist and Senior Portfolio Manager of a national financial services firm. In my capacity as Senior Portfolio Manager, I built and ultimately was directly responsible for the portfolio construction and investment selection of an investment program with over $2 billion in assets. As Chief Investment Strategist, I was responsible for communicating the firm's investment philosophy by writing economic and investment updates. In my role as Chief Investment Strategist, I made multiple appearances including on Bloomberg Radio, CNBC, Closing Bell, Fox Business, and The Street.
Despite a successful career working for banks and financial services firms, it had long been my desire to apply what I have learned by working directly with clients and families and to help them pursue their financial goals. So, after two decades of experience, in 2017 I left the corporate world and founded SanitasWealth Management, a fee-only financial planning and investment advisory firm serving Boulder and the surrounding communities.
As a small business owner--always on the lookout for strategic opportunities to improve my ability to serve clients--I joined Opus Financial Solutions as a Wealth Manager. The affiliation provided me with access to improved resources and technology to better serve my clients along with an improved Business Continuation Plan and "Brain Trust" of highly competent colleagues.
On a personal note, I was born in South Africa and moved to the United States with my family at the age of 11. We moved to a town on the outskirts of Dallas, Texas. In 2001, I proudly was granted U.S. citizenship. Along with my wife Samantha, we moved to Boulder because we love the outdoors and the active lifestyle afforded by Colorado, and Boulder seems to be the epicenter of outdoor living. In 2014, I completed my first full IronMan race in Whistler, Canada, and as Boulder seems to be home to many professional endurance athletes I hope some of that skill will rub off and that I will compete again in the future. Today, our family has grown with the addition of two kids and a dog as we quickly start to understand the meaning of "long days and short years."
Jaco Jordaan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Beyond providing comprehensive financial planning and investment management, Opus is one of the very few wealth management firms that offer proactive and congruent financial and tax planning, which is essential for maximizing after tax returns, cash flows and wealth. At Opus, rather than having to work separately with a financial advisor and a tax advisor and hoping the stars align, we can handle your tax planning and preparation needs in a proactive, forward-looking, strategic manner.
Our advisors are also among the less than 2% of financial advisors with CFP (Certified Financial Planner) certifications who also hold a CFA (Chartered Financial Analyst) designation--crucial for those seeking a deep level of portfolio and investment management expertise. An even smaller percentage hold a CPA (Certified Public Accountant) license and MBA. We share this because we believe our commitment to life-long financial education and depth of experience provides our clients with the assurance they can rely on counsel and expertise we provide to them
We do not accept commissions, third party referral fees, kickbacks, or any form of compensation from the sale of investment or insurance products. This means we aren’t going to try to sell you something. We know you’ve hired us for objective and comprehensive advice. In our view, this transparent fee structure helps assure an unbiased alignment of our joint interests.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Higher Earning Individuals and Families
- Business Owners and Executives
- NSOs, ISOs, RSUs, Executive Comp
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Jaco Jordaan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Jaco Jordaan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Jaco Jordaan is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
-
Jaco Jordaan is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
-
Jaco Jordaan is a Chartered Alternative Investment Analyst® (CAIA®)Chartered Alternative Investment Analyst® (CAIA®) is a professional designation offered by the CAIA Association to investment professionals who complete a course of study and pass two examinations. The "alternative investments" industry is characterized as dealing with asset classes and investments other than standard equity or fixed income products. Alternative investments can include hedge funds, private equity, real assets, commodities, and structured products. The CAIA curriculum is designed to provide finance professionals with a broad base of knowledge in alternative investments.
-
Jaco Jordaan is an Enrolled Agent with the IRS (Learn More)An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
-
Jaco Jordaan is a Chartered Retirement Plans Specialist® (CRPS®)
Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
Contact Jaco Jordaan
Office Locations:
-
4845 Pearl East Cir
Suite 101
Boulder, CO 80301 -
357 McCaslin Boulevard
Suite 200
Louisville, CO 80027 -
11001 West 120th Avenue
Suite 400
Broomfield, CO 80021 -
885 Arapahoe Ave
Boulder, CO 80302
