As your Financial Advisor and Certified Financial Planner®, I will do everything in my power to help you navigate your financial objectives by providing transparent, relevant, and timely advice that always puts your interest first and foremost.
I believe proactive financial planning serves as the foundation to client-advisor relationships and, when monitored and updated regularly, your personal financial plan can provide a clear roadmap to guide our financial decision making process.
Common challenges I help clients address include:
- Establishing and monitoring a legitimate retirement income plan
- Implementing tax strategies to help keep more of what you saved
- Aligning your investment portfolio with your capacity, need, and willingness to take on risk
- Identifying liquidity and lending options major purchases
- Incorporating inherited assets into your personal plan
- Protecting your family's financial future through trust and insurance planning
I welcome the opportunity to discuss your needs and if I may the right fit for you and your family.
Jordan Fujarski, CFP®, RICP®
Financial Advisor & Financial Planning Specialist with The Senatore / Ashmann Group at Morgan Stanley
Services Include
- Financial Planning
- Professional Portfolio Management
- Alternative Investments
- Sustainable Investing
- Life Insurance
- Cash Management and Lending ProductsFootnote6
- Retirement Planning
- Planning for Education Funding
Securities Agent: FL, AK, AL, AR, AZ, CA, CO, DC, DE, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 2710566