Jordan Celkupa is a Financial Planner with Robert J. Oberst, Sr. & Associates. Mr. Celkupa joined the firm in 2004 as a Financial Planner. He is a Registered Representative with SagePoint Financial, Inc., and earned his Certified Financial Planner designation in 2007.
In addition to developing financial plans and managing investments, Mr. Celkupa specializes in optimizing the financial situations of those who are contemplating retirement. He helps individuals affected by a mid-career job separation to assess their options and manage their risks.
Mr. Celkupa has worked for AT&T in the Corporate Treasury department where he managed the company's debt and fixed income derivatives portfolio. Prior to obtaining his M.B.A., he worked for Kwasha Lipton, an Employee Benefit consulting firm, whose successor entity became part of PriceWaterhouseCoopers.
Jordan Celkupa received an M.B.A., from the Chicago Booth School of Business in 1997, and a B.S., in Applied Economics from Cornell University in 1990.
My journey to become a financial planner, I think, was kind of an interesting one. And, as I think almost anybody you know that's come into a career, some people knew what their life was going to be at 22. It almost read like an old newspaper. But, for me, I graduated. I began working for a comp...(Full transcript available to logged in subscribers.).
Register & Subscribe
Login
