Glennel W. Jordan, MBA, CFP®
CERTIFIED FINANCIAL PLANNER™
A personal perspective
Financial planning with purpose.
My passion for financial planning is personal. I understand the difference that financial knowledge and thoughtful preparation can make for a family.
Experience & education
After graduating from Seabury High School on Maui, I moved to Oʻahu to continue my education at Hawaiʻi Pacific University. I earned a BSBA in Entrepreneurial Studies and an MBA in finance. I am a CERTIFIED FINANCIAL PLANNER™ professional with more than 15 years of experience as a financial advisor.
Why this work matters to me
Growing up with a single mother, I saw firsthand how a lack of financial planning affected her stress and well-being. Watching her struggle with financial uncertainty motivated me to learn about saving and investing at a young age.
I bring that personal perspective to my relationships with clients from different backgrounds and experiences. Financial planning is more than my work—it is a passion rooted in helping people avoid the frustrations I saw my mother face.
Beyond the office
I am a longtime resident of Oʻahu’s North Shore. Outside of work, I enjoy spending time with my husband and daughter, surfing and farming on my property.
Let’s start a conversation.
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Check the background of this investment professional on FINRA’s BrokerCheck.