Joseph M. Gordon,  CFP<sup>&reg;</sup> - Financial Advisor

Joseph M. Gordon, CFP®

Wealth Advisor

Gordon Asset Management, LLC

324 Blackwell St , Ste 1130
Durham, NC 27701-3600
FINANCIAL ADVISOR'S WEBSITE
(919) 880-9966

General

Joseph Gordon is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Gordon Asset Management, LLC in Durham, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CPFA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds

More

Helpful Financial Planning Resources