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

PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial