Jamel Gordon has over 10 years of experience in the finance industry. He specializes in working with high-net-worth families and individuals, entrepreneurs and athletes on estate planning, business succession planning and investment strategies.
He is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7, 63, and 66 licenses and the Life, Health, Variable Annuity license.
Gordon brings his clients a thoughtful and comprehensive approach to achieving their estate planning, wealth protection and legacy building goals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.