CoverProfile

Jordan Acer

Partner & Wealth Planner

Concordia Wealth Planning

United States, Ohio, Columbus

About Me

As a financial planner, I am passionate about helping individuals, families and charitable organizations make smart decisions with their money. As a father of eight, I am passionate about family and helping others plan for the unique needs of their family. From the data gathering and planning process, to the implementation and investments, I love walking through all of life's opportunities and challenges with my clients.

Profile Information

Partner & Wealth Planner

Concordia Wealth Planning

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Columbus

Ohio

United States

May 15, 2024

More profiles to browse

Profile Photo
Andrew Silver
Founder and CEO

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
Profile Photo
Tim Lynch
Managing Member
Stonepine Capital Management (Private)