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David Jordan
Financial Associate
925-413-9933

About David Jordan

Sometimes all you need is someone to help show you the way, and it’s no different when it comes to your finances. Whether you’re just starting out in your career or are preparing for the retirement of your dreams, I’m here to listen, understand and help guide you along your financial journey. Through a full range of Thrivent products and services, I’ll help you create a financial strategy driven by your values. Together, we can explore how you can: • Build emergency savings and manage debt. • Protect your financial future— and your family’s. • Plan for long-term care expenses. • Invest with purpose and manage your portfolio tax efficiently. • Explore more tax-efficient ways to manage your money. • Share your time, talents and treasures. • Make a difference, locally or globally.