Jordan Curnutt, CFP^®

Quantum Financial Planning

1212 N Washington St Ste 220
Spokane, WA 99201-2400

(509) 328-6653 CONNECT WITH Jordan

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Quantum is a fee-only Registered Investment Advisor. We get paid in two manners, a one-time flat fee for financial planning and as a percentage of assets.

Minimums

HOUSEHOLD INCOME MINIMUM

$150,000

Investable Asset Minimum

No Minimum

My Links

Website

Blog

General

Jordan Curnutt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Quantum Financial Planning in Spokane, WA and the surrounding communities.

Financial Advisor Overview

The Quantum Process-PROVEN TO GIVE YOU PEACE OF MIND- A financial plan is not the same as financial planning. Financial Planning is a process, not an event. With our proven Quantum Process we follow the steps needed to get you organized, help you follow a plan and ultimately enable you to realize your dreams.

Financial Advisor Experience

Jordan Curnutt, CFP®, is a Financial Planner for Top Producing Real Estate Professionals who want to gain more control and predictability over their future and financial success. Jordan applies a structured process designed for real estate professionals’ unique financial situation, including cash management, rental real estate modeling, loan management, and tax considerations. With this process, Jordan helps Top Producers strategically manage wealth, optimize variable income, and balance net worth. Jordan began his career at Quantum Financial Planning in 2012 as a college intern in the firm’s Asset Monitoring Department. Fast-forward to today, he is now a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional serving Top Producing Real Estate Professionals. He draws on his comprehensive financial experience and education in a proprietary process that allows real estate professionals to delegate essential financial needs so that they can focus on their business. As a Financial Planner with Quantum, Jordan is part of a team focused on putting clients’ needs first and providing unbiased advice. The independent Registered Investment Advisory firm’s mission is to partner with clients for the long run and take a comprehensive approach to planning so planners like Jordan can fulfill clients’ needs. In addition to being a CFP® professional, Jordan is a member of the Spokane Chapter of the Financial Planning Association. He graduated from Eastern Washington University with a degree in finance.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Investment Management, Estate Planning, Insurance, Real Estate, Retirement, Personal Taxes

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Quantum is a fee-only Registered Investment Advisor. We get paid in two manners, a one-time flat fee for financial planning and as a percentage of assets.