Charlie Jordan

Meet Charlie.

Charlie Jordan helps clients prepare for retirement by connecting financial planning with the personal questions that accompany this life transition. He previously led Brightworth’s Retiring Well group. His accounting, financial planning, and financial transition training inform an approach that addresses both the technical and human dimensions of money.

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Areas of focus

Retirement planning · Financial transitions

Credentials recorded in sources

CPA, CFP®, CeFT

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Corient

6 listed professionals

Corient is a fee-only wealth management firm serving individuals and families. Its published services combine investment management and wealth planning with wealth transfer and family office support, including tax, philanthropy, family governance, lending, and other specialized needs.

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