Jordan Sandfer
Financial & Tax Advisor
Designations & Licenses: CFP®, AIF®, EA
Jordan earned a Bachelor of Arts degree in Economics and Screenwriting from Chapman University. In 2019, he obtained an MFA Degree from Loyola Marymount University. He has spent the last eight years working in tax preparation and planning.
Jordan holds the following licenses and certifications:
- CFP® Professional (CERTIFIED FINANCIAL PLANNER™)
- CRTP (California Tax Education Council Registered Tax Preparer)
- AIF® (Accredited Investment Fiduciary®)
- Enrolled Agent (US Treasury / Internal Revenue Service)
Raised in Southern California by two CPAs, Jordan now lives in Newport Beach with his wife. Jordan also enjoys writing, the Anaheim Ducks, trivia nights, and going to the beach.