OasisLMS

In Episode #29 of NAPFA Nation, host Marie Swift speaks with Daphne Jordan, CFP®, Partner and Senior Wealth Advisor at Pioneer Wealth Management Group.

Jordan discusses the importance of education as a transformative tool and shares insights into her experiences with diversity, equity, inclusion, and belonging (DEIB) in the industry, including her role in creating the NAPFA Diversity, Equity, and Inclusion Initiative, which highlights the necessity of creating a more inclusive financial planning environment. She also shares how her childhood understanding of money and education influences the advisor that she is now, and how she explores financial topics and common questions in a way that is approachable for her clients. They discuss her volunteer activities and why she devotes time to various industry leadership roles, the benefits of being a NAPFA member, and how Pioneer Wealth Management Group serves its clients.

In a nutshell:

• Why education and financial literacy are powerful tools for transformation and empowerment
• Insights from creating and leading NAPFA’s Diversity, Equity, Inclusion, and Belonging initiative
• The value of approachable, relatable conversations about money and financial planning
• The personal and professional benefits of volunteerism and industry leadership
• How Pioneer Wealth Management Group exemplifies client service

Daphne Jordan, CFP®, is a wealth advisor at Pioneer Wealth Management Group in Austin, Texas. Known for her leadership within the financial planning profession, Jordan has served as Chair of the NAPFA Board of Directors and played a key role in shaping the organization’s Diversity & Inclusion initiative, which she co-founded and co-chaired.

With a background in education and nonprofit leadership, Jordan brings a thoughtful, client-centered approach to financial planning. Her contributions to the profession have earned national recognition, including being named to Investopedia’s list of the Top 100 Financial Advisors in 2021 and receiving the Rising Star Award from InvestmentNews' Excellence in Diversity program in 2019.

A frequent speaker and media contributor, Jordan has been featured in outlets such as The Wall Street Journal, The New York Times, CNBC, and NerdWallet. She is also a guest voice on popular podcasts and industry panels, where she shares insights on financial literacy, practice development, and inclusive client service.

Learn more about Jordan and her work at https://www.pioneerwealth.com/.