Jordan Lance Earns CFP Certification

We’d like to introduce you to Jordan Lance, CFP, who serves as an Investment Advisor Representative at Whitcomb & Hess.Jordan joined the Whitcomb & Hess Investment Advisory team in January of 2015. He provides clients with holistic financial planning; spanning investments, retirement and estate planning, budgeting, and any other personal financial advice. Jordan is also a licensed life and health insurance agent and assists many clients with insurance needs.In November, Jordan passed the exam to become a Certified Financial Planner (CFP). Prior to passing the exam, he spent a full year studying and passing six required courses in Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning, and General Principles of Financial Planning. Certified Financial Planners are the highest standard in personal financial planning. They must complete rigorous training requirements and are held to the highest ethical standards in the industry. There are fewer than 76,000 CFP certificants in the United States and less than 3,000 in Ohio. Jordan hopes that his new designation will demonstrate his commitment to holistic planning and to act in the best interest of his clients.Jordan is a graduate of Ohio State University, where he studied Economics and Business. He grew up in Loudonville and recently moved to Ashland. His favorite days are spent hiking or camping with his wife, Becky.If you’d like to know more about the CFP certification process and the value CFP professionals bring to an investment relationship, please visit

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