http://www.williamjordanassociates.com
William Jordan
William Jordan Associates (williamjordanassociates.com) formerly The Sentinel Group, announces the addition of four new services to its Laguna Hills office. The wealth management firm known for investment, retirement and high net worth charitable giving strategies, now offers: tax preparation and planning headed by Mark Currier, CPA; estate and trust planning managed by Dawn Stark, Esq.; residential real estate services managed by Zen Ziejewski, Realtor; and personal finance community outreach programs headed by nationally recognized author, Lisa Horczi Markus. In addition, Vice President Tiphanie Jordan has earned her registered life planning (RLP) designation to enhance the firm’s life planning services, and President William Jordan has been named a Five Star Wealth Management Professional.
This year only the top three percent of professionals in their field earned
the Five Star award in Orange County, California.
To hold the new services and managers William Jordan Associates has expanded its office space at 23332 Mill Creek in Laguna Hills. “This is a time of significant growth for our firm,” William Jordan says. “Most personal financial groups lost revenues in 2009. Last year we actually increased revenues and assets under management.”
