LAGUNA HILLS, Calif.–(BUSINESS WIRE)–William Jordan Associates (www.williamjordanassociates.com) formerly The Sentinel Group, announces the addition of four new services to its Laguna Hills office. The wealth management firm known for investment, retirement and high net worth charitable giving strategies, now offers: tax preparation and planning headed by mark Currier, CPA; estate and trust planning managed by Dawn Stark, Attorney at Law; residential real estate services managed by Zen Ziejewski, Realtor; and personal finance community outreach programs led by nationally recognized author, Lisa Horczi Markus. Continuing to offer real estate lending solutions is Derek Beisner, Certified Mortgage Planner. in addition, Vice President Tiphanie Jordan has earned her registered life planning (RLP) designation to enhance the firm’s life planning services, and President William Jordan has been named a FIVE STAR Wealth Management Professional. This year only the top three percent of professionals in their field earned the five Star award in Orange County, California.

To hold the new departments, William Jordan Associates has expanded its office space at 23332 mill Creek in Laguna Hills. “This is a time of significant growth for our firm,” William Jordan says. “Most personal financial groups lost revenues in 2009. Last year we actually increased revenues and assets under management.”

The FIVE STAR recognition program (www.fivestarprofessional.com), which honored William Jordan in wealth management, identifies service professionals unique in the marketplace, and is specifically designed to help consumers identify professionals who have scored highest in overall client satisfaction. The FIVE STAR Award is based on customer evaluations, industry professional evaluations and a full review of the industry regulatory agencies. The program is managed by Crescendo Business Services, LLC of Eagan, Minnesota.

About William Jordan Associates

William Jordan Associates is nationally recognized for financial planning, wealth management and higher education funding. Jordan’s financial expertise is regularly quoted in national publications such as the Wall Street Journal, TIME, Kiplinger’s, BusinessWeek and Forbes, among others. William Jordan has been featured on Money 101 on CBS Radio Network, CNBC Reports, CNBC Closing Bell, The Wall Street Journal Report with Maria Bartiromo, CNBC Power Lunch, among other nationally syndicated financial programs.

William Jordan holds Series 7, Series 24, Series 63, and Series 65 designations. William Jordan Associates is a Registered Investment Advisor (RIA) with the State of California, www.williamjordanassociates.com (949) 380-8600.

Financial Services Group William Jordan Associates Expands in Laguna Hills-Earns Five Star Certification