Jordana Barnett is a dedicated and accomplished financial professional who brings a wealth of expertise to her role as a Client Consultant at Kaz Financial Group. With a degree in finance from Buffalo University, Jordana embarked on her career journey several years ago, establishing a strong foundation in the financial services industry. Her passion for helping individuals achieve their financial aspirations led her to Kaz Financial Group, where she found a home among like-minded professionals who share her commitment to holistic financial planning.
Jordana's career trajectory began at Equitable Advisors, where she excelled as an Associate Financial Advisor. During her tenure, she honed her skills in retirement income and distribution planning, playing a pivotal role in assisting her clients in securing their financial futures during their golden years. Her dedication to her clients' well-being and her ability to navigate complex financial landscapes earned her a reputation as a trusted and reliable financial professional.
Motivated by a desire to offer her clients more comprehensive and tailored financial solutions, Jordana made the strategic decision to join Kaz Financial Group. Here, she found a firm that aligns with her values and ambitions, focusing on holistic financial planning that encompasses every facet of wealth management. At Kaz Financial Group, Jordana is driven by her commitment to helping her clients not only grow and protect their wealth but also to create a lasting legacy that can be passed down to future generations.
Jordana's approach is characterized by her in-depth understanding of financial markets, her attention to detail, and her empathetic nature. She takes pride in collaborating closely with her clients, gaining a deep insight into their unique financial goals and aspirations. Through her personalized and client-centric approach, Jordana empowers her clients to make informed decisions and achieve a sense of financial security that extends far beyond the present.
With her extensive experience, educational background, and unwavering dedication to her clients' success, Jordana Barnett is a valued asset to Kaz Financial Group. Her journey from Equitable Advisors to Kaz Financial Group exemplifies her commitment to continuous growth, professional excellence, and her clients' financial well-being. Jordana comes to us with two years of experience at Equitable Advisors. There she worked on a team with JP Kazlau and in that short time in addition to her Life, Accident, and Health, she also studied and passed her SIE, 7 and 66.
A graduate of the University at Buffalo and a Finance Major, Jordana always knew what she wanted to do. Jordana is skilled in retirement planning and is passionate about helping people understand their current financial picture and working with them to achieve long-term financial success. Jordana’s mission is to grow, protect and pass along generational wealth.
She is a native of Long Island and currently resides in Syosset. In her free time, you can find Jordana on the soccer field which she has played since Highschool. Jordana is personable, trustworthy, and has an outstanding work ethic which will be the backbone of her success here at CWP.
I am licensed to sell Insurance Products in the following jurisdictions:
NY
CRN202502-1752088