Jordan Colman is a wealth advisor in the San Diego office at Octavia Wealth Advisors. By designing successful strategies for clients’ investment and asset protection needs, he contributes to their overall financial well-being. Earning clients’ trust is a point of pride with Jordan. He’s committed to helping individuals and business owners feel more confident about safeguarding their families and realizing their goals. Jordan is also an expert in public pension and retirement plans. Another of his skills is mentoring other advisors to be the best they can be at building trusted personal relationships with clients and helping them realize their goals.
Before joining the Octavia team in 2020, Jordan spent nine years at Midwest Financial Partners.
Jordan holds a bachelor’s degree in economics from San Diego State University. He is also a CERTIFIED FINANCIAL PLANNER™, an Accredited Investment Fiduciary (AIF®), and a Certified Divorce Financial Analyst (CDFA®).
On the personal side
Jordan loves to travel and experience new cultures with his wife, son, and two dogs. An accomplished tennis player, Jordan was a nationally ranked junior and played tennis at the collegiate level for the Aztecs. His hobbies also include hiking, golf, OTL, and spending time at the beach.