Broker Check
Joe Gordon, CFP, CPFA, CIMA, AIFA

Joe Gordon, CFP, CPFA, CIMA, AIFA

Managing Partner

Joe is a nationally recognized retirement industry thought leader, speaker and author. Graduating from the University of North Carolina in Chapel Hill with a Bachelor of Science in Business Administration, Joe founded Gordon Asset Management, LLC one of the largest retirement plan advisory and wealth management firms in North Carolina, in 2003, after building both an SEC regulated investment advisory firm from 1983 and pension consulting and record keeping TPA since 1984, selling both to a venture capital backed start up in 2000, Invesmart, Inc., which was later sold to StanCorp.

Joe holds the Certified Investment Management Analyst (CIMA®) designation through the Investments and Wealth Institute (www.InvestmentsandWealth.org), the Certified Financial Planner (CFP®) certification administered by the Certified Financial Planner Board of Standards, Inc.(www.cfp.net), and the Accredited Investment Fiduciary Analyst (AIFA®) designation, originally through the Centre for Fiduciary Excellence (www.CEFEX.org) in conjunction with fi360 (www.fi360.com) (only about 500 professionals hold this designation nationally).

He received a Certified Behavioral Finance Analyst designation administered by the Allianz Global Investors Center for Behavioral Finance. Regarding insurance and employee benefits, Joe holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations through the American College in Bryn Mawr, PA. He also holds a Masters Degree in Financial Services from the American College.

Joe is an expert in pension consulting and employee benefits, holding the Certified Plan Fiduciary Adviser designation (CPFA) and is a member of the National Association of Plan Advisors (www.NAPA.net), having served on the founding Leadership Council of National Association of Plan Advisors and is a member of the Government Affairs Committee.

Joe lives at the Governors Club in Chapel Hill with his lovely wife, Michele, loves fine wine, travel and golf. He is most proud of both daughters’ academic excellence and they have moved on to the college journey.