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Kevin Headshot original - Kevin Jordan
Kevin P. Jordan
Macke Financial Advisory Group
MFAG Logo horizontal - Kevin Jordan

Get in Touch

12699 New Brittany Blvd. Fort Myers, FL 33907

Issues and needs

Relationships/Family, Compulsive spending, Anxiety, Wealth inequality within the family system, Stress, Family conflict, Financial secrets, Marriage & Finance, Generational Wealth Transfer, Transitions (Retirement, Recently Widowed, Inheritance)

Occupational specialties

Business Owners, Military and First Responders, Family Businesses/Family Enterprises, Pre Marriage

About

Kevin Jordan is a CERTIFIED FINANCIAL PLANNER professional based in Fort Myers, FL. His clients are high net worth households who benefit from comprehensive financial planning, investment management, and holistic life planning. Kevin helps individuals work through mental and emotional barriers that are keeping them from enjoying financial success. As a former high school teacher, Kevin finds fulfilment in empowering clients to grow in understanding and appreciation of their own financial situation.

Professional Specialty Areas

Issues and needs

Relationships/Family, Compulsive spending, Anxiety, Wealth inequality within the family system, Stress, Family conflict, Financial secrets, Marriage & Finance, Generational Wealth Transfer, Transitions (Retirement, Recently Widowed, Inheritance)

Occupational specialties

Business Owners, Military and First Responders, Family Businesses/Family Enterprises, Pre Marriage

Languages

English

Religious/Spiritual

Christian

Disability/Ability

Sexuality

Heterosexual/Straight, LGBTQ+, Gay, Lesbian, Bisexual, Asexual

Racial Identities

First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual, In person

Country

USA

Service Area

Type of Service

Financial Planning, Investment Management, Estate Planning

Practitioner Gender

Male

Fee Structure

Assets under management

Practitioner Designations and Qualifications

Financial Therapy Designations

Certified Financial Therapist Level I - CFT-I™

Mental Health Designations

Financial Designations

Certified Financial Planner

Education

Bachelor of Science in Psychology, Master of Science in Personal Financial Planning, Graduate Certificate in Advanced Financial Planning

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