Jordan Celkupa, MBA, CFP(R)

Managing Director, Financial Planning

Phone: 732-842-2300
E-mail:
 

Mr. Celkupa joined our predecessor firm in 2004 as a Financial Planner. He is a Registered Representative with SagePoint Financial Advisors Inc., and earned his Certified Financial Planner designation in 2007. He graduated from Cornell University in 1990, and received an MBA from the University of Chicago Booth School in 1997.

In addition to developing financial plans and managing investments, Mr. Celkupa works with people at any stage of life to make informed and objective decisions about financial matters. He helps individuals who have been widowed, divorced, or affected by a mid-career job separation to assess their options and manage their risks. He has also been active for over 15 years as a Cornell Alumni Admissions Ambassador, and speaks with high school applicants each year. He has experience counseling parents whose children are applying to the most selective colleges and universities in the United States.

Mr. Celkupa has worked for AT&T in the Corporate Treasury department where he managed the company's debt and fixed income derivatives portfolio. He was the lead analyst when AT&T issued $8B of bonds in March 1999, which was the largest corporate bond transaction at the time. He has worked for Kwasha Lipton, an Employee Benefit consulting firm where he supervised a team that administered the 401(k) plans of, among others, Merrill Lynch, the McGraw-Hill Companies, and Avon Products.

Mr. Celkupa has also collaborated with the Institute for Behavioral and Household Finance at Cornell University. He has appeared on ABC's Good Morning America, on BankRate.com, and in the New York Times, the Asbury Park Press, and Registered Rep magazine. He lives in Colts Neck, NJ with his wife, Linda, and children, Hunter and Lena.