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Jordan Warners

Advisor

CFP®

Jordan Warners serves Moneta clients as an Advisor on the Kittner Team, bringing a thoughtful and comprehensive approach that emphasizes exceptional service. He joined Moneta in 2024, inspired by the firm’s commitment to going further for clients and supporting them through life’s complexities.  

Jordan previously spent four years as an Advisor at Northwestern Mutual, where he built his practice from the ground up. This experience introduced him to holistic financial planning and the rigorous standards of the CFP® designation, which he earned in 2025. Earlier in his career, Jordan worked in fine dining and wine importing, gaining valuable insights into hospitality, service, and business management. 

Jordan earned his Bachelor of Arts in Interdisciplinary Studies in Social Science and Anthropology from Michigan State University.  

Married with three children, Jordan and his family love living in Chicago. They are active in their school community, enjoy sports, and explore the city’s vibrant dining and music scenes. Jordan is passionate about food, wine, and music. He enjoys attending concerts and playing music with family and friends.  

Jordan’s passion project outside of his work at Moneta is helping run Ulu Kona Coffee, a Hawaiian coffee company that reflects his love for travel and new experiences. Hawaii has become a frequent travel destination and source of inspiration for his whole family. 

  • CERTIFIED FINANCIAL PLANNER®

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First Quarter Investment Report – 2026

First Quarter Investment Report – 2026

April 14, 2026

Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

From Final Decree to Financial Freedom

From Final Decree to Financial Freedom

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A step-by-step guide to the first 100 days after divorce by Lindsay Taylor, J.D., CFP® After months of...

Monthly Recap – March 2026

Monthly Recap – March 2026

April 2, 2026

March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

Independence Without Compromise

Independence Without Compromise

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By Eric Kittner  Independence Has a Definition Problem, Especially at Scale  I don...

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