Jordan Cal

Jordan Cal is a CERTIFIED FINANCIAL PLANNER® and Chartered Financial Analyst with specialized expertise in portfolio management, asset allocation, and tax-efficient investment strategies. Jordan has been serving clients since 2018 and joined Heritage Wealth Advisors in March 2022. He holds his Series 65 and 7 licenses and maintains Life and Health Insurance certifications. Before transitioning to Heritage, Jordan spent four years with a boutique investment firm focusing on high-net-worth individuals and family office clients.

Jordan understands that wealth management extends beyond investment returns and balance sheets; it's about creating a financial foundation that supports your life goals and provides peace of mind. His approach to financial planning emphasizes understanding the "why" behind every strategy—ensuring clients not only know what their money is doing but also feel confident about the path they're on. He believes informed clients make empowered decisions.

Jordan earned his Bachelor of Business Administration in Finance from Boston University and completed his MBA with a concentration in Financial Planning from Northeastern University.

When he's not working with clients, Jordan enjoys hiking local trails, practicing yoga, and volunteering with financial literacy programs in his community.