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Bryan Jordan, CFP®

Managing Partner, Financial Advisor at Censifi

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Censifi Bryan Jordan, CFP®
Denver, CO

Serving Clients Nationwide

Managing Partner, Financial Advisor at Censifi

Website

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hey there, I'm Bryan Jordan! I've been in the finance world for a while now, and I genuinely love helping folks like you navigate the sometimes confusing world of money. My journey started with some great years at Fidelity Investments, where I learned the ins and outs of financial planning and really tuned into what people need. Later, I played a key role at Ensign Wealth Advisors, even stepping up during their big rebranding phase.

My entrepreneurial itch led me to create RI-Aid, a venture aimed at guiding Registered Investment Advisors (RIAs) through their unique challenges. But the big dream? That was Censifi. It's where I pour my heart into ensuring everyone has a clear, personalized path to financial well-being.

On a personal note, in 2019, my wife Stephanie and I traded Cincinnati's skyline for Denver's mountains, bringing along our love for the outdoors and our pup, Rowan. While I still root for my Cincinnati sports teams (loyalty, right?), I've got a soft spot for Denver's squads – especially when Cincinnati's performance is... let's say, less than stellar. When I'm not working or catching a game, you might find me outdoors trying to up my golf game or enjoying some quiet time at home. Steph and I are pretty big homebodies, but we're always up for a new adventure in the great outdoors.

Recently, Steph and I welcomed a beautiful addition to our family, our daughter Elle. Becoming parents has been a transformative experience for us. Elle's arrival has brought immeasurable joy, laughter, and a newfound perspective on life. Every day with her is a lesson in love, patience, and the wonders of life's little moments. While the sleepless nights and diaper changes are real, the happiness and fulfillment she brings to our lives make every challenge worth it. We're cherishing every moment and excitedly embracing this incredible journey of parenthood.

Following our joyous journey into parenthood with Elle, I'm even more grounded in my purpose. If you're ever in the mood to decipher the world of finances or just have a laid-back chat about the weekend's sports games, know that I'm all ears. Together, we can pave the way to a promising financial horizon!

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

Denver, CO

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

About our Firm

Welcome to Censifi, where every financial journey is unique and valued.

In today's dynamic world, individuals from all walks of life encounter distinct financial challenges. Whether you're kickstarting your career, leading from the executive boardroom, or exploring the myriad of life's other adventures, managing finances is a universal puzzle. And that's precisely where we shine.

At Censifi, we pride ourselves on offering comprehensive financial planning and investment management tailored to fit each individual's needs. While our expertise particularly resonates with young business professionals and executives, our doors are open to everyone. Our standout skill? Demystifying and maximizing company benefits. But our commitment goes far beyond that. We aim to ensure everyone feels confident, informed, and empowered in their financial decision.

Our approach is simple: We listen. We understand. We strategize. With Censifi by your side, you'll have a dedicated partner committed to aligning your financial strategies with your life goals. So, whether you're eyeing that early retirement, considering stock options, or just need a hand in making the most of your 401(k), we've got you covered.

Join us at Censifi, and let's co-create a financial story that's as unique and ambitious as you are.

Education

Western Illinois University, Bachelor of Business, Management | Black Hawk College, Associate of Arts, Business

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Hobbies and Interests

  • Family
  • Golf
  • Sports

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Living in Retirement
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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