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Jordan Nietzel, CFA, CFP®
Helping families make smarter money decisions → Founder at Trek Wealth Planning
Jordan Nietzel, CFA, CFP® is the Founder and Financial Planner at Trek Wealth Planning, a company he established in May 2020.1 Based in Columbia, Missouri, Nietzel has built a career focused on helping families make smarter financial decisions and plan for their future.12
Professional Background
Nietzel has extensive experience in the financial services industry:
- He founded Trek Wealth Planning to provide financial planning and investment management services to families across the country.1
- Prior to founding his own company, he worked as a Market Operations Manager at C2FO from June 2018 to April 2021.1
- He also served as the Director of Investment Operations at blooom, a digital financial management service, from November 2016 to May 2018.1
Education and Certifications
Jordan Nietzel holds impressive credentials in the financial field:
- He earned a Bachelor of Science in Business Administration (BSBA) with a focus on Business and Finance from the University of Missouri-Columbia.1
- He is a Chartered Financial Analyst (CFA), a prestigious designation in the investment industry.1
- Nietzel is also a Certified Financial Planner (CFP), demonstrating his expertise in comprehensive financial planning.1
Professional Philosophy
At Trek Wealth Planning, Nietzel aims to help busy families in their 30s and 40s gain freedom from money anxiety.2 His approach covers various aspects of financial planning, including:
- Investing
- Tax planning
- Risk management
- Insurance planning
- Retirement projections1
Personal Life
Outside of his professional life, Jordan Nietzel:
- Lives in Columbia, MO with his wife Kari and their three children.3
- Enjoys outdoor activities with his family.3
- Has interests in craft beer, homebrewing, and visiting local breweries.3
- Is a fan of the NBA and the Missouri Tigers.3
Jordan Nietzel's combination of extensive experience, strong educational background, and personal approach to financial planning has positioned him as a respected professional in the field of wealth management and financial advisory services.
