View in portrait for best experience

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®

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor

Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor

February 17, 2026

by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how wi...

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

February 13, 2026

Historically, emerging markets have typically made the headlines for political upheaval, war or econom...

Monthly Recap – January 2026

Monthly Recap – January 2026

February 6, 2026

January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

February 2, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...

VIEW ALL ARTICLES

Let’s make every moment count together…