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435 Wandering Ct Sonoma, CA 93632
1-800-123-4567

Destiny Jordan

destiny jordan
Destiny Jordan
Financial Coach
(904) 733-5321 1901 University Blvd West Jacksonville, FL 32217
destiny@toamsfinancial.com

Financial Coach

Prior to joining TOAMS Financial as a Financial Coach, Destiny, also known as Dez, has dedicated her career to helping others achieve their goals. With a strong background in Psychology and Business, Destiny has been passionate about guiding and coaching individuals from her collegiate years, where she actively assisted and coached other students.

Destiny’s journey into coaching began with her graduation from the Dave Ramsey Financial Coach Master’s Training Program, marking her official entry into the financial coaching industry. Her experience also includes a deep commitment to helping college-age students navigate their financial challenges, inspired by her own story as a first-generation college student. Destiny was part of a transformative program called Stafford Junction, which not only guided her through college but also gave her the platform to share her story on Fox 5 and in her school’s newspaper.

Originally from New York, Destiny’s family moved to Virginia in search of a better life. Despite the challenges, including a period where her mother was a single parent, Destiny’s upbringing instilled in her a strong sense of perseverance and commitment. Now, as a Financial Coach at TOAMS Financial, Destiny is dedicated to helping clients achieve their financial goals and giving back to her family, who she believes deserve the world.

Focus On What Matters to You

Let us take the mystery out of financial planning and investing needs so you can get back to doing what matters.
The TOAMS Financial team are here to carry the weight. Your team of leading financial advisors has the expertise to make sure you get back to doing what you love. Feel confident that your family’s future is guided by a team of leading financial advisors in Jacksonville, Florida.
— No Cost Consulation

Locations

Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632

Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632

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Copyright All rights Reserved. Aeso, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. Aeso is a registered business in Califronia (license #123560) Provided content is for informational purposes only and is completely fictional.

Planning Solutions International LLC dba TOAMS Financial is a registered investment advisor located in the state of florida. DISCLOSURES Full disclosure statement available here.

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