info@moneyprofessionals.net (850) 433-3386 HOME SERVICES ABOUT RESOURCES CONTACT FREE CONSULTATION About Meet Donna Jordan, Your Certified Financial Planner® Donna Jordan, Managing Member, is an Investment Manager, and CERTIFIED FINANCIAL PLANNER® PRACTITIONER. She holds the Accredited Investment Fiduciary® (AIF) designation, and is a Chartered Life Underwriter (CLU); and a Registered Health Underwriter (RhU). Ms. Jordan holds a Master’s degree and has over 40 years of experience in a broad range of financial services, including banking, financial planning, mortgage banking, insurance, investment management, and employee benefits. Small Business Consultant Ms. Jordan, having owned an Employee Benefits Consulting firm, Jordan Financial Services, is knowledgeable regarding the needs of small businesses, including retirement plans and other employee benefits such as health, disability, and life insurance. Financial Educator An adjunct instructor for Florida State University’s Office of Distance Learning, Ms. Jordan teaches both classroom and online financial planning classes for CFP® certification classes. She has also taught consumer education courses at both Pensacola Junior College and Okaloosa-Walton Community College. In addition, she is a state-designated Continuing Education instructor for Florida life insurance professionals. Superior Knowledge & Standards Ms. Jordan has served on the Textbook Review Committee for the CFP® Board of Standards, and has participated with FSU, in a grant from the Foundation for Financial Planning, to provide the public with financial planning information via the Internet. Want a no-cost and no-obligation consultation? Please fill out the form below and a member of our team will reach out to you shortly to schedule your free, no-obligation consultation. First Name Last Name Email Phone Preferred Contact Method Phone Email Additional Information Get A Free Consultation Home Investment Management Financial Planning About Resources Contact Business Continuity Code of Ethics Disclosures Privacy Policy 625 E Romana St Pensacola, FL 32502 (850) 433-3386 info@moneyprofessionals.net This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Copyright © 2021 Money Professionals, LLC. All Rights Reserved. Website by Smarter Web, a division of Digital Boardwalk.