Joe Gordon Cfp®, Cpfa®, Cima® Email and Phone Number
Joe Gordon Cfp®, Cpfa®, Cima® work email
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Joe Gordon Cfp®, Cpfa®, Cima® personal email
Joe Gordon Cfp®, Cpfa®, Cima® phone numbers
With over two decades at Gordon Asset Management, LLC, my proficiency in ERISA fiduciary governance and wealth management for high net worth clients stands out. Leveraging a deep understanding of plan design and annuities, our team focuses on creating custom, transparent financial strategies that align with our clients' unique goals.Specializing in exit planning, I guide business owners through the complexities of transitioning their business, ensuring a seamless conversion of private stock to a secure and sustainable retirement income. My commitment to fee-based, client-centric solutions defines my approach, ensuring that every financial decision supports our clients' long-term financial security and independence.
Gordon Asset Management, Llc
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Certified Financial Planner Cfp® | Financial ConsultantGordon Asset Management, LlcChapel Hill, Nc, Us
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Managing PartnerGordon Asset Management, Llc Aug 2001 - PresentDurham, North Carolina, UsSEC registered investment advisory firm focused on ERISA fiduciary governance services to DC and DB plans as well as custom goals based planning for high income and high net worth clients, with complete independence of large bureaucratic compliance departments and with complete transparency -
Certified Financial Planner Cfp® | Financial ConsultantGordon Asset Management, Llc Apr 2001 - PresentERISA 401(k) Fiduciary Services for private companies sponsoring qualified retirement plans. Investment management for HNW and high income individuals. Wealth management primarily for private business owners wanting to smartly transition their business either to family, insiders, or exit via sale to a strategic partner or third party.Key deliverable: converting illiquid currency of private stock to a secure liquid income stream at retirement with complete transparency for business owners
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MemberSchwab Trust & Custody Advisory Board 2014 - 2016
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Aifa DesigneeFi360 Apr 2003 - Jun 2013AIF licensee and AIFA as of April, 2012
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Investment ConsultantCherry Bekaert Llp 2001 - 2003Raleigh, North Carolina, Us -
Investment ConsultantCherry Bekaert Llp 2001 - 2003Raleigh, North Carolina, Us
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Investment ConsultantCherry Bekaert Llp 2001 - 2003Raleigh, North Carolina, Us
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Regional PresidentInvesmart Jan 2000 - Mar 2001Sold my firm to them as part of a roll up strategy of $96 million which acquired 11 firms nationally led by Softbank, Investor AB, Mellon Ventures and others; firm was later sold to Stancorp for $88 million. Was Regional President of NC subsidiary and SVP of Investments before resigning 03/31/01 to launch boutique wealth management firm, Gordon Asset Management, LLC. Later added 401(k) consulting and fiduciary services after 3 year merger related non-compete expired.
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President & CeoPraxis Consulting, Inc. Jan 1996 - Jan 2000Combined SEC registered RIA and daily record keeping firm using open architecture unbundled platform with custody on Schwab or Fidelity. Acknowledged ERISA 3(21)A(ii) fiduciary for 401(k) plans.Renamed prior two companies after merger of SCM and NSRC.
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President & CeoStrategic Capital Management, Inc. Jan 1992 - Dec 1996Ran independent SEC registered RIA for HNW and ERISA 401(k) fiduciary consulting
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President & CeoNational Strategic Retirement Consulting, Inc. Jan 1992 - Dec 1996401(k) daily record keeper and TPA compliance firm
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President & CeoBaron Benefits Management , Inc. Jan 1984 - Dec 1991Ran daily record keeper and TPA compliance firm. Bought out 2 partners in 1990 and moved firm to Raleigh from Greensboro, NC. Changed name to National Strategic Retirement Consulting, Inc. ( NSRC)
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President & CeoBaron Advisory Services, Inc. Sep 1983 - Dec 1991SEC registered RIA providing financial planning on a fee basis, investment management, etc...and ERISA 401(k) fiduciary consulting. Company renamed in 1992 to Strategic Capital Management, Inc.
Joe Gordon Cfp®, Cpfa®, Cima® Skills
Joe Gordon Cfp®, Cpfa®, Cima® Education Details
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University Of North Carolina At Chapel HillBusiness Administration -
The American College Of Financial ServicesFinancial Services
Frequently Asked Questions about Joe Gordon Cfp®, Cpfa®, Cima®
What company does Joe Gordon Cfp®, Cpfa®, Cima® work for?
Joe Gordon Cfp®, Cpfa®, Cima® works for Gordon Asset Management, Llc
What is Joe Gordon Cfp®, Cpfa®, Cima®'s role at the current company?
Joe Gordon Cfp®, Cpfa®, Cima®'s current role is Certified Financial Planner CFP® | Financial Consultant.
What is Joe Gordon Cfp®, Cpfa®, Cima®'s email address?
Joe Gordon Cfp®, Cpfa®, Cima®'s email address is jo****@****ria.com
What is Joe Gordon Cfp®, Cpfa®, Cima®'s direct phone number?
Joe Gordon Cfp®, Cpfa®, Cima®'s direct phone number is +191931*****
What schools did Joe Gordon Cfp®, Cpfa®, Cima® attend?
Joe Gordon Cfp®, Cpfa®, Cima® attended University Of North Carolina At Chapel Hill, The American College Of Financial Services.
What are some of Joe Gordon Cfp®, Cpfa®, Cima®'s interests?
Joe Gordon Cfp®, Cpfa®, Cima® has interest in Investing, Fine Wine And Raising Children, Especially To Hawaii, Golf, Travel.
What skills is Joe Gordon Cfp®, Cpfa®, Cima® known for?
Joe Gordon Cfp®, Cpfa®, Cima® has skills like Strategic Financial Planning, Retirement Planning, Asset Management, Wealth, Financial Advisory, Mutual Funds, Defined Benefit, Life Insurance, Iras, Portfolio Management, Performance Measurement, Analysis.
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