Jordan Naffa is the Director of Financial Planning at Arista Wealth Management. He is a driving force for the company’s client engagements and wealth management strategies. Before joining Arista Wealth Management, he worked for nearly a decade as a financial advisor in the Central Valley of California.
Jordan is one of few financial advisors who hold six highly respected advising designations, a Certified Professional Retirement Coach license, and master’s degrees in personal financial planning and business administration (he will graduate with an MBA degree in June of 2024).
Jordan is part of the team at Arista Wealth Management that was recently ranked by Citywire RIA as one of the fifty fastest growing RIA firms in the nation. He feels proud to work at a firm with a steadfast client centric focus. The firm mantra is, “we focus on your wealth, so you can focus on your dreams.”
Through Homes For Our Troops, a 501(c)(3) organization, Jordan creates financial plans pro-bono that assist veterans and their families build foundations of wellbeing. He strives to improve their security through financial literacy and eventual home ownership. Also, Jordan volunteers with the CFP® Board as a mentee. Through supportive influences, he guides candidates through their journey toward passing the rigorous CERTIFIED FINANCIAL PLANNER™ examination.
Lastly, Jordan was honored to receive recognition by United States Senator, Dianne Feinstein who commended him for professional excellence, leadership, and selflessness. Jordan recognizes peers also honored by the Business Elite Award as each inspire optimism for the future!
