Jordan Raniszeski, CFP®, CPA

Jordan Raniszeski, CFP®, CPA

Senior Managing Partner @ Carnegie Private Wealth

About

After receiving his bachelor's in Business Administration with honors from the University of Notre Dame, Jordan spent the first few years of his career in public accounting on his journey to becoming an advisor. Jordan chose to be an advisor because it allows him to do the three things he loves—math, solving puzzles, and helping people. Jordan has been serving clients in the financial services industry for 21 years and has been a Certified Financial Planner since 2004. He has worked extensively with corporate executives throughout his career and focuses much of his practice in this area. Jordan’s go-to financial advice is to have a plan and stay the course. Jordan has four children with his wife, Anna. In his free time, he enjoys golfing, reading, playing guitar, and cheering on the Fighting Irish. Jordan has been involved in many local organizations since moving to Charlotte in 2002, including significant work with MiraVia, an organization that supports pregnant women and babies. Jordan's favorite things about working with clients are helping them get organized, reducing their stress and being a small part of their family's success. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Country

United States

City

Charlotte

Industry

Financial Services

Skill

Tax-Efficient Planning, Retirement Planning, Financial Advisory, Risk Management, Investment Strategies, Relationship Management, Multi-generational Wealth Planning, Strategic Planning

Experience

Carnegie Private Wealth

Senior Managing Partner

Carnegie Private Wealth

LinkedIn
2023-3 - Present · 3 yrs 7 mos

Charlotte, NC

Wells Fargo Advisors

Managing Director - Investor, Private Wealth Financial Advisor

Wells Fargo Advisors

LinkedIn
2019-5 - 2023-3 · 3 yrs 11 mos

6000 Fairview Road, Suite 1180 Charlotte NC 28210

Wells Fargo Advisors

Financial Advisor

Wells Fargo Advisors

LinkedIn
2007-4 - 2019-5 · 12 yrs 2 mos

Charlotte, North Carolina Area

I help individuals and families to clarify their financial goals, to efficiently organize their financial life and to build a comprehensive structure in an effort to maximize the likelihood of achieving their goals while thoughtfully considering their tolerance for risk.

Wells Fargo

Financial Planner

Wells Fargo

LinkedIn
2004-10 - 2007-4 · 2 yrs 7 mos

Charlotte, North Carolina Area

I joined Wachovia Corporation, a predecessor of Wells Fargo & Company, in 2004 as part of the Executive Financial Planning Services practice within Wachovia Wealth Management, where I provided comprehensive financial planning to individuals and families with a specific focus on corporate executives.

Deloitte

Consultant

Deloitte

LinkedIn
2002-8 - 2004-10 · 2 yrs 3 mos

I began my career in the Private Client Advisory practice of Deloitte & Touche, LLP in Charlotte, North Carolina. In that role, I provided comprehensive financial advice to high net worth individuals and families.

Education

University of Notre Dame

University of Notre Dame

LinkedIn

Accounting

1998 - 2002 · 4 yrs

Jordan Raniszeski, CFP®, CPA's Contact Information

Email

******@***.com

Phone

(**) *** ****

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