Daphne Jordan (CFP®)

Daphne Jordan focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Additional Information

Did you know that a goal without a plan is just a wish?

At Pioneer Wealth Management, we enjoy helping folks reach and maintain their financial goals. We'll do this by analyzing your entire financial life picture and by answering the questions that matters most to you.

Contact me so we can map our your plan!

NAPFA Start Date

June 21, 2013

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

800 W 5th Street, Suite 100 Austin, TX 78703-5434 Phone: (512) 334-6800 Fax: (866) 537-9403