What is Jordan Kunz Cfa Cfp Csric email address?

Jordan Kunz Cfa Cfp Csric's primary email address is ******@colofinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jordan Kunz Cfa Cfp Csric work for?

Jordan Kunz Cfa Cfp Csric is a SVP, Senior Wealth Manager at Lido Advisors, LLC, a company specializing in Functions related to depository banking.

Where Jordan Kunz Cfa Cfp Csric graduated from?

Jordan Kunz Cfa Cfp Csric holds a degree in Economics from Pomona College.

How can I directly contact Jordan Kunz Cfa Cfp Csric?

To contact Jordan Kunz Cfa Cfp Csric directly, you can use the email address ******@colofinancial.com. Complete contact information is available upon registration with Muraena.

Who is Jordan Kunz Cfa Cfp Csric?

Jordan Kunz is a Senior Wealth Manager at Lido Advisors, bringing a wealth of experience in fundamental and ESG investment management. With a strong background in financial planning for high net worth individuals and institutions, he excels at simplifying complex financial concepts for effective portfolio management. His career spans various roles in the financial services industry, including a pivotal position at Colorado Financial Management, which was acquired by Lido Advisors in 2023. Jordan is passionate about leveraging technology to enhance client service and foster transparent communication regarding financial solutions. His educational foundation in Economics from Pomona College complements his extensive skill set in asset management and strategic financial planning. He is dedicated to helping clients achieve their financial goals through innovative investment strategies and personalized advisory services.