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Joe Gordon Cfp®, Cpfa®, Cima® Email & Phone Number
Certified Financial Planner CFP® | Financial Consultant
at
Gordon Asset Management, LLC
2 work emails found
@wealthqb.com
1 phone found area 919
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner CFP® | Financial Consultant
Location
Raleigh-Durham-Chapel Hill Area, United States
Who is Joe Gordon Cfp®, Cpfa®, Cima®? Overview
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Quick answer
Joe Gordon Cfp®, Cpfa®, Cima® is listed as Certified Financial Planner CFP® | Financial Consultant at Gordon Asset Management, LLC, based in Raleigh-Durham-Chapel Hill Area, United States. AeroLeads shows a work email signal at wealthqb.com, phone signal with area code 919, and a matched LinkedIn profile for Joe Gordon Cfp®, Cpfa®, Cima®.
Joe Gordon Cfp®, Cpfa®, Cima® previously worked as Managing Partner at Gordon Asset Management, Llc and Member at Schwab Trust & Custody Advisory Board. Joe Gordon Cfp®, Cpfa®, Cima® holds B.S., Business Administration from University Of North Carolina At Chapel Hill.
Company email context
Email format at Gordon Asset Management, LLC
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*@wealthqb.com
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AeroLeads found 2 current-domain work email signals for Joe Gordon Cfp®, Cpfa®, Cima®. Compare company email patterns before reaching out.
Profile bio
About Joe Gordon Cfp®, Cpfa®, Cima®
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.
Listed skills include Strategic Financial Planning, Retirement Planning, Asset Management, Wealth, and 46 others.
Current workplace
Joe Gordon Cfp®, Cpfa®, Cima®'s current company
Company context helps verify the profile and gives searchers a useful next step.
14 roles · 26 years
Joe Gordon Cfp®, Cpfa®, Cima® work experience
A career timeline built from the work history available for this profile.
Managing Partner
CurrentSEC 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
Aug 2001 - Present
Certified Financial Planner Cfp® | Financial Consultant
Current
Gordon Asset Management, Llc
ERISA 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
Apr 2001 - Present
Member
Schwab Trust & Custody Advisory Board
2014 - 2016
~2 yrs
Aifa Designee
Fi360
AIF licensee and AIFA as of April, 2012
Apr 2003 - Jun 2013
Investment Consultant
2001 - 2003
~2 yrs
Investment Consultant
2001 - 2003
~2 yrs
Investment Consultant
2001 - 2003
~2 yrs
Regional President
Invesmart
Sold 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.
Jan 2000 - Mar 2001
President & Ceo
Praxis Consulting, Inc.
Combined 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.
Jan 1996 - Jan 2000
President & Ceo
Strategic Capital Management, Inc.
Ran independent SEC registered RIA for HNW and ERISA 401(k) fiduciary consulting
Jan 1992 - Dec 1996
President & Ceo
National Strategic Retirement Consulting, Inc.
401(k) daily record keeper and TPA compliance firm
Jan 1992 - Dec 1996
President & Ceo
Baron Benefits Management , Inc.
Ran 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)
Jan 1984 - Dec 1991
President & Ceo
Baron Advisory Services, Inc.
SEC 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.
Sep 1983 - Dec 1991
2 education records
Joe Gordon Cfp®, Cpfa®, Cima® education
B.S., Business Administration
University Of North Carolina At Chapel Hill
Master Of Science (Ms), Financial Services
The American College Of Financial Services
FAQ
Frequently asked questions about Joe Gordon Cfp®, Cpfa®, Cima®
Quick answers generated from the profile data available on this page.
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 Gordon Asset Management, LLC?
Joe Gordon Cfp®, Cpfa®, Cima® is listed as Certified Financial Planner CFP® | Financial Consultant at Gordon Asset Management, LLC.
What is Joe Gordon Cfp®, Cpfa®, Cima®'s email address?
AeroLeads has found 2 work email signals at @wealthqb.com for Joe Gordon Cfp®, Cpfa®, Cima® at Gordon Asset Management, LLC.
What is Joe Gordon Cfp®, Cpfa®, Cima®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 919 for Joe Gordon Cfp®, Cpfa®, Cima® at Gordon Asset Management, LLC.
Where is Joe Gordon Cfp®, Cpfa®, Cima® based?
Joe Gordon Cfp®, Cpfa®, Cima® is based in Raleigh-Durham-Chapel Hill Area, United States while working with Gordon Asset Management, LLC.
What companies has Joe Gordon Cfp®, Cpfa®, Cima® worked for?
Joe Gordon Cfp®, Cpfa®, Cima® has worked for Gordon Asset Management, Llc, Schwab Trust & Custody Advisory Board, Fi360, Cherry Bekaert Llp, and Invesmart.
How can I contact Joe Gordon Cfp®, Cpfa®, Cima®?
You can use AeroLeads to view verified contact signals for Joe Gordon Cfp®, Cpfa®, Cima® at Gordon Asset Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Joe Gordon Cfp®, Cpfa®, Cima® attend?
Joe Gordon Cfp®, Cpfa®, Cima® holds B.S., Business Administration from University Of North Carolina At Chapel Hill.
What skills is Joe Gordon Cfp®, Cpfa®, Cima® known for?
Joe Gordon Cfp®, Cpfa®, Cima® is listed with skills including Strategic Financial Planning, Retirement Planning, Asset Management, Wealth, Financial Advisory, Mutual Funds, Defined Benefit, and Life Insurance.
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