Broker Check
Glennel W. Jordan MBA, CFP®

Glennel W. Jordan MBA, CFP®

Vice President, Certified Financial Planner

Glennel moved from Los Angeles to Maui when she was fifteen. After graduating from Seabury High School, she moved to Oahu to further her education at the Hawaii Pacific University. She earned a BSBA degree in Entrepreneurial Studies, and a MBA in finance. Glennel is a Certified Financial Planner Professional with over 13 years of experience as a financial advisor.

Her passion for helping her clients comes from her personal experience growing up in a household lacking financial planning.  Growing up in a single parent household, she saw first hand how a lack of financial literacy affected her mothers stress and well being. She watched her mom constantly struggle with not being financial prepared and that motivated Glennel to learn about saving and investing at a young age.  When she meets with her clients she brings her previous personal experience to the table to relate with her clients from various backgrounds and education.  Financial planning is not just her job, but rather her passion for helping people avoid the same frustrations she saw her mother go through.

She is a long time North Shore resident and in her free time enjoys surfing, dirt biking, and farming. She is married to her husband Zack and they have a daughter named Raven.

Check the background of this investment professional on FINRA's BrokerCheck.