We are excited to introduce the newest member to the CCMG family; Jordan Marino. Jordan joined the group in October as an Investment Adviser to help contribute to the service we provide our clients. Jordan joins us from Prudential Financial where he, combined with his lifelong commitment to learning, has developed a deep understanding around the complexities of the financial world. Jordan enjoys helping clients understand the dynamics of how markets work and how to ultimately better align their portfolio with their long-term investment objectives and financial plan. Let's give Jordan a warm welcome to the team!
Client Portal - All Assets
Client Portal - Schwab Alliance
SEI Account Access
MoneyGuidePro Client Portal with budgeting tool
Link to Retirement Calculator