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.
The key factors with retirement, it's a very open ended question. And, obviously, one of them is how much time do you have? But at the end of the day, I think you really want to think about what your retirement is going to look like. So that really depends on your age. I think that for a generati...(Full transcript available to logged in subscribers.).
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