Updated:
Crafted Financial Planning
Crafted Financial Planning serves high-earning millennials in tech and medicine. The firm helps clients optimize tax strategy, leverage company benefits and...
Overview
Crafted Financial Planning serves high-earning millennials in tech and medicine. The firm helps clients optimize tax strategy, leverage company benefits and equity compensation, and build sustainable wealth. They position themselves as a financial thought partner for life's biggest decisions, offering clear advice without sales pitches or jargon.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Principals
Jordan Banning
Founder & President
Jordan Banning
CERTIFIED FINANCIAL PLANNER practitioner
Sector focus
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Crafted Financial Planning in Altss
Explore available research and relationship coverage for this adviser in Altss.