Jordan Underhill, CFP®, CRPC™
Wealth Advisor, Partner
Jordan Underhill, CFP® is a financial advisor with Underhill Financial Advisors, LLC. Jordan’s responsibilities include Private Client Wealth Management, Small Business Retirement Planning, Risk Management, and Family Legacy Planning.
Jordan is a CERTIFIED FINANCIAL PLANNER™ Professional and holds the Chartered Retirement Planning Counselor™ designation, Series 7 and Series 66 Securities Licenses as well as an Arizona Life & Health Insurance License. Jordan is a member of the Southern Arizona Estate Planning Council, a Professional Advisory Committee Member of the Community Foundation for Southern Arizona, and a member of The Centurions. Jordan obtained his Business Degree from the University of Arizona, Eller College of Management.
Before joining the Firm, he worked for a Fortune 500, managing a Multi-State Region for their Small Business Sales Division.
Jordan lives in Tucson with his wife Casey, and four children, Charlotte, Desirae, James, and Graham.