JORDAN WINTERFELD
As the head of financial planning and wellness with The Austin Silicon Hills Group, Jordan Winterfeld creates personalized financial plans to help clients clarify their goals for their investments, taxes, estate management, insurance, college, business, and philanthropy. Holistic financial planning gives our clients a road map we use to help you efficiently preserve and grow your hard-earned resources and wealth.
After earning his bachelor’s degree in Communication with a minor in Political Science from Texas A&M University, Jordan continued studying the markets and learning about how to better serve clients. He earned the CERTIFIED FINANCIAL PLANNER™ designation, awarded by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc., and the Certified Exit Planning Advisor designation awarded by the Exit Planning Institute™.
Jordan, his wife, Chelsea, and their twins, Sarah and Xander, enjoy volunteering with The Food Bank of the Rockies. They also have a special place in their hearts for promoting cancer research and resources through MD Anderson Cancer Center in Houston, Seattle Children's Hospital, Children's Hospital of Philadelphia, and Children's Hospital Colorado. Jordan enjoys reading fiction and studying religion, wrestling with their Great Dane and Bernese Mountain Dog, and tackling physical challenges like HYROX and GoRuck.
As the head of financial planning and wellness with The Austin Silicon Hills Group, Jordan Winterfeld creates personalized financial plans to help clients clarify their goals for their investments, taxes, estate management, insurance, college, business, and philanthropy. Holistic financial planning gives our clients a road map we use to help you efficiently preserve and grow your hard-earned resources and wealth.
After earning his bachelor’s degree in Communication with a minor in Political Science from Texas A&M University, Jordan continued studying the markets and learning about how to better serve clients. He earned the CERTIFIED FINANCIAL PLANNER™ designation, awarded by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc., and the Certified Exit Planning Advisor designation awarded by the Exit Planning Institute™.
Jordan, his wife, Chelsea, and their twins, Sarah and Xander, enjoy volunteering with The Food Bank of the Rockies. They also have a special place in their hearts for promoting cancer research and resources through MD Anderson Cancer Center in Houston, Seattle Children's Hospital, Children's Hospital of Philadelphia, and Children's Hospital Colorado. Jordan enjoys reading fiction and studying religion, wrestling with their Great Dane and Bernese Mountain Dog, and tackling physical challenges like HYROX and GoRuck.
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- Website:
https://advisor.morganstanley.com/the-austin-silicon-hills-group - Phone: 720-488-2333
- City: Greenwood Village
- State: Colorado
- Postal Code: 80111
- Country: United States
- Designations: CFP, CEPA
- Markets Served: National (US)
- Company Name: Morgan Stanley

