Jordan Grzesczyk, CFP
Certified Financial Planner, Transverse Wealth Solutions
After spending years delivering sophisticated financial advice to high-net-worth executives, individuals, and families while working at firms like Morgan Stanley and Raymond James; Jordan decided to start his own virtual, fee-only advisory practice focused on his passion of helping people of all walks of life achieve their goals, dreams, and aspirations. Jordan has spent his entire career in financial services dedicating himself to understanding a client’s goals and developing a plan to help them accomplish what matters most. Prior to that, Jordan attended the University of Connecticut and graduated Magna Cum Laude with a focus on Economics. Jordan moved to New York City after graduation and spent a few years working on Park Avenue in Midtown Manhattan. He now resides in Southern California with his girlfriend Taylor and highland lynx Lia running his practice Transverse Wealth Solutions.
