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Kevin Jordan
Professional designations
CFP, MSFP, CFT-I
Firm or Broker/Dealer name
Macke Financial Advisory Group
States licensed in
Fort Myers
,
Florida
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Tax Planning
Social Security
Wealth Management
Risk Management/Insurance
Time Zone
Kevin Jordan, a CERTIFIED FINANCIAL PLANNER™ Professional based in SW Florida, provides his clients with personalized financial planning and advice. Kevin is also the first Certified Financial Therapist™ professional in the state of Florida. Kevin's extensive training in the field of financial planning and counseling psychology allows him to approach each case with sensitivity and understanding. He has found that his clients - especially those who have recently experienced the loss of a loved one - have strong emotions connected with personal finances. These emotions (avoidance, fear, uncertainty) may stem from painful memories around money or even a lack of experience with making financial decisions. Kevin's goal is always to guide his clients forward as a trusted resource - empowering them with knowledge of their own situation and illustrating their true financial picture.
Kevin is the Director of Financial Planning for Macke Financial Advisory Group - a fee-only advisory firm established in 1996 by Todd Macke (Kevin's father-in-law). Macke Financial currently serves 135 client households across the country.
Kevin has been married to his lovely wife for 9 years, and they are expecting their 5th child in Sept 2026. They are active members in the local Catholic community. Along with his volunteer work with Wings for Widows, Kevin hopes to provide pro-bono financial planning services to newlyweds and couples going through marriage preparation classes in the diocese.
In his spare time, he enjoys playing tennis and learning new kid-friendly cooking recipes for the family. He wishes that traveling with 5 little ones was easier, but he can still live vicariously through his clients and all their exciting vacation stories!