Jordan Curnutt, CFP®
Financial Planner
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Quantum Financial Planning
Jordan Curnutt, CFP®
Spokane, WA
Serving Clients Nationwide
Financial Planner
Areas of Focus
- Budgeting
- Estate Planning
- Financial Life Planning
- Real Estate Investing
- Retirement Planning
About Me
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.
Jordan and his wife, Alyssa, were both raised in Spokane and have two daughters, Addy and Sydney. He competed as a student athlete in the sports of Cross Country and Track & Field locally for both Mead High School and Eastern Washington University. He still greatly enjoys following the sport and volunteers his time to help organize Spokane’s annual Bloomsday race.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Fee Only Network
- Financial Planning Association
Primary Location
720 W Boone Ave Suite 100 Spokane, WA 99201
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule your no-cost insight meeting. Generally, the initial insight meeting lasts 60 minutes and can be scheduled as either a face-to-face meeting or a virtual meeting. The goal of this meeting is for you to get a feel for the services we offer and for us to identify the avenue that best addresses your financial planning needs. I look forward to speaking with you soon.Offers Investment Management
Yes
About our Firm
Quantum is a locally owned team of comprehensive financial planning professionals that have been providing clarity to clients for over 42 years. Our wealth management firm has a Washington office in the city of Spokane, but we serve clients across the United States.The Quantum Financial Planning Process has been specifically designed for those within 5 years to retirement, with over $750k of investable assets, and a desire to make a plan for their financial future.
Quantum offers a Complimentary Insight Meeting for you to get a feel for their services and for Quantum to identify the avenue that best addresses your financial planning needs.
We have an enduring commitment to our clients to serve them with integrity and excellence:
✅ Independent advice: The independent nature of our practice means that we are not tied to promoting any product or investments offered through a specific company. Instead, we base our advice on what is best for each client's unique needs and objectives.
✅ Expertise: Most all of Quantum's planners are CERTIFIED FINANCIAL PLANNER® professionals, which means they have passed strict educational and ethical requirements. Our planners regularly attend industry conferences and receive continuing education.
✅ Integrity: Our team strives to always do the right thing and to act in the best interest of our clients. Our planners are responsible to act as a fiduciary for our clients, so that the clients' interests are ahead of their own.
Education
Eastern Washington University, Bachelor of Arts - BA, Finance, General
Badges
Hobbies and Interests
- Family
- Running
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Real Estate Agents
- Real Estate Investors
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