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Pat Jordan

Advisor

CFP®, CRPC™

Pat works with a select group of clients to help them, build, manage, protect and transition their wealth. As a Chartered Retirement Planning CounselorSM and CERTIFIED FINANCIAL PLANNERTM professional, Pat takes a goal-based approach to investment planning. Once goals are determined, Pat helps his clients create and implement a fluid plan that will help his clients achieve their goals. On an ongoing basis, Pat and his clients review and tailor their plan to ensure it is staying in-line with their wants and needs.

Pat graduated from the University of Missouri with a Bachelor’s Degree of Science in Business Administration, with emphasis areas in finance, banking, and real estate. Prior to joining Moneta, Pat spent three years with Wells Fargo Advisors.

Outside of work, Pat loves all thing Saint Louis sports. Pat also enjoys playing golf, softball and being active outdoors with his dog.

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Matthew Sallaberry Advances to Partner at Moneta 

Matthew Sallaberry Advances to Partner at Moneta 

December 19, 2024

Moneta’s Board of Managers unanimously approved Matthew Sallaberry to be promoted to Partner in the fi...

Monthly Recap – November 2024

Monthly Recap – November 2024

December 6, 2024

Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...

T is for Tariffs

T is for Tariffs

November 20, 2024

That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...

One Week Later…

One Week Later…

November 13, 2024

Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...

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