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Published profile
Charlie Jordan helps clients prepare for retirement by connecting financial planning with the personal questions that accompany this life transition. He previously led Brightworth’s Retiring Well group. His accounting, financial planning, and financial transition training inform an approach that addresses both the technical and human dimensions of money.
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- Published practice focus
- Retirement planning
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- CPA, CFP®, CeFT
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Source review recorded: 2026-09-16. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.
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A LITTLE CLARITY. A NEW POSSIBILITY.Your next chapter deserves a thoughtful start.
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