Jordan D. Hanson, CFP®

Advisor

How I Arrived at Ritholtz

I have been in the wealth management industry since graduating from college in 2015. Early on, I came across the blogs and podcasts produced by RWM, including by Barry, Josh, Michael, Ben, and Nick. The messaging throughout their content quickly resonated with me, and I instantly became a fan. I found myself frequently referencing and sharing these blog posts and podcasts in conversations with my clients. In 2023, I had the chance to meet them in person. I quickly realized that their commitment and dedication to being best in class, serving their clients, and promoting a collaborative environment matched my values. I knew RWM would be the best place for me and my clients.

Favorite Part Of The Job

My favorite part of the job is my ability to make a positive impact on the lives of my clients and their families. I love working with my clients to give them comfort, confidence, and clarity around their finances and to help them turn their dreams into reality.

When I'm Not Working

I love spending time with my wife, Katie, our son, Caleb, and our two dogs, Tyson and Riley. I enjoy playing and watching sports, and I never pass up the opportunity to share a great meal with the people I care about.

Industry Experience

10+ Years

Education/Certifications

MBA, University of Nevada. BS in Economics, University of Nevada. CERTIFIED FINANCIAL PLANNER®

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

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Claire Galante
Claire Galante
Executive Assistant
Claire Galante
Joe Perna, CFA, CFP®
Joe Perna, CFA, CFP®
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Jalen Randolph, CFP®
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Nate Jefferson, CFP®
Nate Jefferson, CFP®
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Nicole Samoroukova
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Nicole Samoroukova
Adam Gock
Adam Gock
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Adam Gock
John Grayson
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Michael Batnick, CFA®
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Eric Zipfel
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Susan Gray
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Matthew Papandrea, CFP®
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Lauryn Lafferty
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Sr. Client Service Associate
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Gisela Warner
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Bill Artzerounian
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Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
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Anna Chaiken
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Sean Russo
Sean Russo
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Sean Russo
Patrick Haley, CFP®
Patrick Haley, CFP®
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Adam Day, CFP®
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Barry Ritholtz
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Ross Cohen, CFP®
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Josh Brown
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Gary Pulford, CTFA
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Lauren Spears
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Tadas Viskanta
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Nick Maggiulli
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Colleen Parker
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Director of Client Service
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Stephanie Baszner, CFP®
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Blair duQuesnay, CFP® CFA®
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Nathan Gilmore
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Daniel Baxter
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William Sweet, CFP®
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Daniel Parra
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Everett Taylor, CPA®
Everett Taylor, CPA®
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Patricia Hatzfeld
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Jonathan Novy
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Kyla Candelaria
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Catalina Castillo
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Adam Niestradt
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Tony Isola, CFP®
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Benjamin Packer
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Mindy Giles
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Angelica Andrews
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Taylor Hollis, CFP® CFA®
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Nick Friedman, CFP®
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Sr. Advisor
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Joey  Fishman
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Sr. Advisor
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Paul Zodtner, CRPC®, RICP®
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Travis Varga
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Brian Rosen
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Dylan Kluender
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Blake Wohlwend
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Alex Messer
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Duncan Hill
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Jay Tini
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Jacobi Poesch
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Jordan D. Hanson, CFP®
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Matt Cerminaro
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Kevin Young, CFP®
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Lisa Paul
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Nelson Crane
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Dina Isola
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Nick Sapienza, CFP®
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Callie Cox
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