Wealthtender Wealthtender

Financial Professionals
Sign In / Sign up

Individuals
Subscribe for Money Tips

Wealthtender

Jordan Curnutt, CFP®

Financial Planner for Top Producing Real Estate Professionals

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Quantum Financial Planning Jordan Curnutt, CFP®
Spokane, WA

Serving Clients Nationwide

Financial Planner for Top Producing Real Estate Professionals

509-328-6653

Website

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

1212 N Washington St suite 220, Spokane, WA 99201, USA

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

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 Disclosure

Who We Serve

  • Business Owners
  • Real Estate Agents
  • Real Estate Investors

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Find Highly Rated Small Business Financial Advisors and Learn How They Help
Financial Planning for Real Estate Agents
Get to Know Certified Financial Planners & Find a CFP
Looking for a Real Estate Financial Advisor?
Looking for a Financial Advisor in Spokane, Washington?