Jordan Bresalier, Cfa Email & Phone Number

I come from a family of entrepreneurs and professional practice owners. From childhood, I was taught the importance of hard work and dedication. Today, I'm committed and driven to help my clients, many of whom are entrepreneurs and business owners themselves, navigate the complexity that comes with following your passions and finding success. As I work with my clients, I focus on what matters to them, whether it’s money for today, money for tomorrow or money to make the world a better place. I help them answer questions around legacy planning, dedicate time, treasure, and talent to the causes that mean most to them, and engage their loved ones in the process. Another component of my business is working with nonprofits and foundations. I provide guidance around aligning their investments with their mission and act as an advocate for furthering their causes. I have a unique perspective when it comes to these clients as I spent time in the non-profit space before joining Bernstein, and continue to be an active leader in the organizations that I'm involved with.

Listed skills include Microsoft Excel, Research, Leadership, Strategic Consulting, and 6 others.

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  University Of Central Florida

  Finance