Kevin P Jordan, CFP®
CFP®, CFT-I™, M.S.
Macke Financial Advisory Group
Director of Operations & Planning
Kevin P Jordan, CFP®
CFP®, CFT-I™, M.S.
Macke Financial Advisory Group
Director of Operations & Planning
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin P Jordan, CFP®, CFP®, CFT-I™, M.S.
Fee-Only, Fiduciary wealth manager based in Fort Myers, FL, with clients in 14 states. CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Therapist-I™ practitioner, and M.S. in Personal Financial Planning.
Meet Kevin P Jordan, CFP®
Kevin is the Director of Operations & Planning at Macke Financial Advisory Group, an independent RIA in SWFL founded by Todd C Macke, CFP® in 1996. Kevin is the first Certified Financial Therapist-I™ professional in the state of Florida, which allows him to observe how behavioral finance and the psychology of money can impact the subtle differences in how his clients receive planning and investment advice, even within married couples. His CFP® designation and Master's Degree in Personal Financial Planning from Kansas State University illustrate the advanced planning techniques Kevin can add to Todd's 35+ years of experience in addressing clients' financial needs.
Kevin lives in Fort Myers, FL with his wife and their 3 boys under the age of 5. He enjoys all sports, especially Tennis and Basketball. He is an active parishioner at St. John XXIII Catholic Church and plans to offer pro-bono planning services to couples going through marriage preparation in the Diocese.
Kevin P Jordan, CFP® 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Kevin P Jordan, CFP®
Office Locations:
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12699 New Brittany Blvd
Fort Myers, FL 33907
