Hello! My name is Matthew Jordan, and I am one of the newest additions to the Financial Management Network Financial Planning Team. I started at FMN as part of a business process optimization effort and helped streamline many of the firm’s internal processes. I have just completed FMN’s mentorship program, having attained my CFP® in March of 2022. FMN has trained me in the art and the science of being a financial planner.

In addition to my CFP®, I have an academic background to match. I graduated from the University of Redlands with a Bachelor of Science in Business Administration and then a Masters of Business Administration with an emphasis in Finance.

As an academically minded individual, I have made it part of my responsibility as a planner to ensure that my clients are well-educated on each aspect of the planning process. I am committed to giving my clients enough information to make educated decisions in all areas of their financial household. I have also worked hard at keeping my writing chops sharp post-college, and I am the first FMN adviser to have an article published in the Journal of Financial Planning.

In my spare time, my wife Sarah, our little boy Silas, and I enjoy hiking, exploring new restaurants, spending time on the beach, and volunteering at church. I am also an avid gamer and have a passion for content creation. I eventually want to leverage my educational and professional background into financial content, additional finance-related articles, and even work to push back against so much of the harmful financial “education” we see on social media.