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Jordan Celkupa Discusses Methods For Saving

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Total Case Duration :

  • Date Added : 5/23/2014
  • Clip Duration : 1 min. 59 sec.

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Jordan Celkupa

  • Financial Planner, Robert J. Oberst, Sr. & Associates
  • male
  • Caucasian
  • 1968 (Age: 52 years old)
  • Jordan Celkupa - Interview - Robert J. Oberst, Sr. & Associates
  • Video 1 of 9 in this Case
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Biography

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.

There are a lot of methods out there. I think the difficult thing is that many of them end up being a drop in the bucket. I think when they originally...and I won't get into all of them, all of the details, but originally they were a nice little feature to have but when you start considering what ...(Full transcript available to logged in subscribers.).

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Jordan Celkupa videos

Video 1 of 9 Jordan Celkupa Discusses Methods For Saving
  • Jordan Celkupa - Interview - Robert J. Oberst, Sr. & Associates
  • 5/23/2014
  • Jordan Celkupa
  • 1 min. 59 sec.
Video 2 of 9 Jordan Celkupa Shares Key Factors In Retirement
  • Jordan Celkupa - Interview - Robert J. Oberst, Sr. & Associates
  • 5/23/2014
  • Jordan Celkupa
  • 4 min. 8 sec.
Video 3 of 9 Jordan Celkupa Discusses Changes In How Current Retirees Spend And Carry Debt
  • Jordan Celkupa - Interview - Robert J. Oberst, Sr. & Associates
  • 5/23/2014
  • Jordan Celkupa
  • 3 min. 16 sec.
Video 4 of 9 Jordan Celkupa Discusses Developing Financial Literacy
  • Jordan Celkupa - Interview - Robert J. Oberst, Sr. & Associates
  • 5/23/2014
  • Jordan Celkupa
  • 5 min. 16 sec.
Video 5 of 9 Jordan Celkupa Discusses Developing An Investment Strategy And Understanding Your Risk Profile
  • Jordan Celkupa - Interview - Robert J. Oberst, Sr. & Associates
  • 5/23/2014
  • Jordan Celkupa
  • 4 min. 41 sec.
Video 6 of 9 Jordan Celkupa Discusses Investing In International Markets
  • Jordan Celkupa - Interview - Robert J. Oberst, Sr. & Associates
  • 5/23/2014
  • Jordan Celkupa
  • 2 min. 44 sec.
Video 7 of 9 Jordan Celkupa Discusses Investing In Real Estate
  • Jordan Celkupa - Interview - Robert J. Oberst, Sr. & Associates
  • 5/23/2014
  • Jordan Celkupa
  • 7 min. 46 sec.
Video 8 of 9 Jordan Celkupa Discusses Background As Financial Planner
  • Jordan Celkupa - Interview - Robert J. Oberst, Sr. & Associates
  • 5/23/2014
  • Jordan Celkupa
  • 3 min. 12 sec.
Video 9 of 9 Jordan Celkupa Discusses Managing Career And Savings In Middle Age
  • Jordan Celkupa - Interview - Robert J. Oberst, Sr. & Associates
  • 5/23/2014
  • Jordan Celkupa
  • 4 min. 32 sec.

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