Jordan Naffa

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About Jordan Naffa

Jordan Naffa is the Director of Financial Planning at Arista Wealth Management, where he leads the firm's comprehensive financial planning strategies for its clients. Jordan believes that everyone deserves a customized financial plan designed to ensure long-term success. Before joining Arista, he spent nearly a decade as a financial advisor in California's Central Valley, helping families and business owners align their financial decisions with their values and goals.

A lifelong learner and advocate for financial literacy, Jordan holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER" (CFP®), Certified Professional Retirement Coach (CPRC®), and various insurance licenses. He also earned master's degrees in both Business Administration and Personal Financial Planning. Jordan is an active member of Vegas Young Professionals through the Vegas Chamber Leadership Foundation, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA).

Beyond his professional commitments, Jordan is dedicated to serving others. Through Homes For Our Troops, he develops pro bono financial plans for veterans and their families to help them achieve lasting financial security and homeownership. He also serves pro bono with After Innocence, providing financial guidance to individuals who have been exonerated after wrongful convictions, helping them rebuild their financial lives with dignity and stability.

In addition, Jordan volunteers with the CFP® Board and Kaplan College as a mentor, guiding aspiring planners through the challenges of earning their CERTIFIED FINANCIAL PLANNER" designation and advanced degrees in financial planning.

Jordan's professional insights have been featured in leading media outlets such as AARP, Barrons, CNBC, Investment News, and others. He was also recognized by U.S. Senator Dianne Feinstein for his professional excellence, leadership, and selfless service to others.

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General Information

Firm Start Year

2006

No. of Employees

10-19

CRD#

6534732

Firm CRD#

141504

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

MBA, MS-PFP, CFP^®, CPRC^®

Firm Information

Assets Managed by Firm

$1.2B

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Disclosures

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Additional Detailed Disclosures
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Paladin Research Report For:

Arista Wealth Management