Jordan Celkupa, CFP@, MBA

Financial Planner

Phone: (732) 842-2300
Fax: (732) 842-1755
E-mail:


Mr. Celkupa joined the firm in 2004 as a Financial Planner. He brings 20 years of experience in financial analysis, corporate finance and benefits consulting. He received his M.B.A., with honors, in Finance and Accounting from the Chicago Graduate School of Business in 1997. He earned his B.S., with distinction, in Applied Economics from Cornell University. He completed his Investment Advisor Representative requirement in 2005 and earned his Certified Financial Planner designation in 2007. Mr. Celkupa has appeared on ABC's Good Morning America, in the Asbury Park Press, and on BankRate.com.