Glennel W. Jordan MBA, CFP®

After graduating from Seabury High School in Maui, I moved to Oahu to further my education at Hawaii Pacific University. I earned a BSBA degree in Entrepreneurial Studies, and a MBA in finance. I'm a Certified Financial Planner Professional with over 15 years of experience as a financial advisor.

My passion for helping my clients comes from my experience growing up in a household lacking financial planning.  My mother was a single mom and I saw first hand how a lack of financial literacy affected her stress and well being. I watched her constantly struggle with not being financial prepared and that motivated me to learn everything I could about saving and investing at a very young age.  When I meet with clients, I brings my personal experience to the table to relate with clients from various backgrounds and education.  Financial planning is not just my job, but rather a personal passion for helping people avoid the same frustrations I saw my mother go through.

I am a long time resident of the North Shore of Oahu and in my free time I enjoy spending time with my husband and daughter, surfing and farming on my property.

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