William Jordan is a nationally recognized expert in the area of
financial planning and wealth management. You may have seen
William on NBC, CBS or CNBC, heard him on The Money Hour, or
read his financial advice in Forbes, The Wall Street Journal, Kiplinger’s
and many other national and local publications.
A repeat winner of the Five Star Wealth Manager award, author of multiple books and
nationally recognized expert, William is a trusted financial resource and members
of the media frequently seek his financial wisdom when needing advice phrased in
terms that everyone will understand.
As President of William Jordan Associates, Inc. and WJA Wealth Management, LLC,
William has worked with and impacted more than ten thousand individuals and families
in his 15 years as a wealth manager. His firm has taken wealth management
“beyond peace of mind” in allowing investors to increase the lifestyle their wealth
allows them while at the same time reducing risk.
William and Tiphanie, his wife of 17 years, reside in Capistrano Beach, California,
along with their two daughters. Both are active in their local church and in volunteering
their time and expertise. For more information on William or his wealth management
firm visit
William Jordan Associates, Inc.
(949) 916-8000