Jordan Sandfer, CFP® AIF®
- 20
- Oct
jordan@fanwmg.com – 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 and is currently working on earning his EA and Series 65 licenses.
Jordan Sandfer holds the following licenses and certifications:
- CFP® Professional (CERTIFIED FINANCIAL PLANNER™)
- CRTP (California Tax Education Council Registered Tax Preparer)
- AIF® (Accredited Investment Fiduciary®)
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.
Visit Our Team page for more information about the rest of our team.