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