Jaco  Jordaan,  CFP<sup>&reg;</sup> - Financial Advisor

Jaco Jordaan, CFP®

CFA

President, Financial Advisor

Sanitas Wealth Management, LLC

4845 Pearl East Cir, Suite 101
Boulder, CO 80301
FINANCIAL ADVISOR'S WEBSITE
(303) 325-7945

General

Jaco Jordaan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sanitas Wealth Management, LLC in Boulder, CO and the surrounding communities.

Financial Advisor Overview

Founded by Jaco Jordaan, CFP®, CFA, ChFC®, CAIA, EA, Sanitas Wealth Management is a fee-only financial planning and investment advisory firm serving Boulder, Louisville, Broomfield and the surrounding Colorado communities. Sanitas provides comprehensive financial planning along with implementation and ongoing monitoring support. As a fee-only advisor, Sanitas does not get compensated for selling a specific product, leaving us free to objectively evaluate each client's circumstance and needs and to develop and recommend strategies which we feel are in each client's best interest.

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Financial Advisor Experience

Our founder, Jaco Jordaan, CFP®, CFA, ChFC®, CAIA, EA, has over 20 years of industry experience as a financial planner and investment manager. Most recently, Jaco was the Chief Investment Strategist of a national broker/dealer and was responsible for the allocation and investment decisions on a $2 billion investment program. Jaco also has experience helping families position their financial assets to pursue their non-financial life goals. Sanitas can help with asset management, insurance needs analysis and implementation, retirement planning, education planning, estate planning, and more.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC®)
  • Other - EA

Insurance Licenses

  • Life insurance: CO
  • Property/casualty
  • Fixed annuities: CO
  • Variable annuities: CO

Broker-Dealer Affiliation

Wells Fargo Clearing Services, LLC

Broker-Dealer Disclaimer

Sanitas Wealth Management is an Investment Adviser registered in the state of Colorado. Registration does not imply a certain level of skill.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources