Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Henderson
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Henderson,
Nevada
have an average of
12
years of experience.
NOTE: The list of vetted financial
advisors in
Henderson,
Nevada
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Henderson, Nevada.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Jordan Naffa
MBA, MS-PFP, CFP®, CPRC® ARISTA WEALTH MANAGEMENT 8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV 89148 |
12 Years | Not Specified | $250,000 | Fee-Only |
Qualifications
CRD# 6534732
Firm CRD# 141504
Series 6, 63, 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
8876 Spanish Ridge Avenue, Suite 202,
Las Vegas,
NV
89148
Phone Number
702-309-9970
Jordan Naffa is the Director of Financial Planning at Arista Wealth Management, where he leads the firm's comprehensive financial planning strategies for its clients. Jordan believes that everyone deserves a customized financial plan designed to ensure long-term success. Before joining Arista, he spent nearly a decade as a financial advisor in California's Central Valley, helping families and business owners align their financial decisions with their values and goals. A lifelong learner and advocate for financial literacy, Jordan holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER" (CFP®), Certified Professional Retirement Coach (CPRC®), and various insurance licenses. He also earned master's degrees in both Business Administration and Personal Financial Planning. Jordan is an active member of Vegas Young Professionals through the Vegas Chamber Leadership Foundation, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA). Beyond his professional commitments, Jordan is dedicated to serving others. Through Homes For Our Troops, he develops pro bono financial plans for veterans and their families to help them achieve lasting financial security and homeownership. He also serves pro bono with After Innocence, providing financial guidance to individuals who have been exonerated after wrongful convictions, helping them rebuild their financial lives with dignity and stability. In addition, Jordan volunteers with the CFP® Board and Kaplan College as a mentor, guiding aspiring planners through the challenges of earning their CERTIFIED FINANCIAL PLANNER" designation and advanced degrees in financial planning. Jordans professional insights have been featured in leading media outlets such as AARP, Barrons, CNBC, Investment News, and others. He was also recognized by U.S. Senator Dianne Feinstein for his professional excellence, leadership, and selfless service to others.
Arista Wealth Management was founded on a simple yet powerful principle: to serve each client according to their unique needs, goals, and values. Our team is made up of highly skilled professionals who work collaboratively to deliver an exceptional financial planning experience. We care deeply about the individuals and families we serve, and that commitment is evident in our attention to detail, personalized guidance, and passion for helping clients achieve lasting financial success. As a fee-based fiduciary firm, Arista Wealth is committed to providing objective, conflict-free advice. Our sole duty of loyalty is to our clients, not to Wall Street or any financial product provider. This fiduciary standard ensures that every recommendation is made in our clients' best interests, providing them with peace of mind and confidence that their financial future is being managed with care, integrity, and transparency.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 18 | 11 | $1,813,040,549 | A percentage of AUM, Performance Based |
|
| 5 | 578 | $321,304,384 | A percentage of AUM, Fixed fees |
|
| 23 | 1820 | $267,130,014 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 11 | 690 | $188,574,674 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 6 | 346 | $155,768,876 | A percentage of AUM, Hourly charges |
|
CURTIS WEALTH MANAGEMENT LLC
170 S. Green Valley Parkway, Suite 300 (Office 351), Henderson, NV 89012 |
2 | 470 | $144,858,172 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 467 | $132,663,742 | A percentage of AUM, Fixed fees |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
