VETTED
Jordan Naffa
MBA, MS-PFP, CFP®, CPRC®
Tel: 702-309-9970 8876 Spanish Ridge Avenue, Suite 202 Las Vegas, NV 89148
About Jordan Naffa
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.
Jordan's 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.
About Arista Wealth ManagementA 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.
Jordan's 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.
See DisclosuresOur 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.
General Information
CRD#:
6534732
Firm CRD#:
141504
Years of Experience in Financial Services:
12
Work Experience:
Alternative investment analysis for client clarity
Work with the following types of clients:
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:
Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting
Compliance
Registered Investment Advisor:
Yes
Registered Representative:
No
Investment Advisor Representative:
No
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
Qualifications & Memberships
Certifications, Accreditations & Designations:
MBA, MS-PFP, CFP®, CPRC®
Services
Investment Types:
Stocks, Bonds, Mutual Funds, Annuities, Alternative Investments, Insurance
Can meet clients in the following ways:
Phone, Our Office, Video Conference
Compensation and Fees
Fee Structure:
Fee-Only
Minimum Portfolio Size for New Managed Accounts:
$500,000
Compensation Methods:
Based on Assets
Firm Information
Assets Managed by Firm:
$1.2B
Preferred meeting methods
I provide a free initial consultation:
Yes
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
12 Years of Experience
Compliance
Registered Investment AdvisorYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Research This Advisor
Office Hours
Monday8:00 - 17:00
Tuesday8:00 - 17:00
Wednesday8:00 - 17:00
Thursday8:00 - 17:00
Friday8:00 - 17:00
SaturdayClosed
SundayClosed
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