About Us

Joseph C. Jordan

CEO / PRESIDENT OF HAPPY & RETIRED

Joseph C. Jordan, Estate Planning and Retirement Specialist, has been providing exceptional service to his clients since entering the financial services industry in 1985. Focusing on fixed and equity-indexed annuities, long-term home health care, health insurance and final expense insurance, he helps high-net-worth individuals and middle-income seniors with complete estate planning services and assisting them with elder planning issues. Joseph remains on the cutting edge of development in his profession and combines professional knowledge, experience and dedication with personal commitment to provide a caring relationship for those he serves. He has conducted financial seminars to various Elk and Moose Lodges as well as a number of posts of the Veterans of Foreign Wars and the American Legion.

Joseph holds a CA Life, Health and Variable Contracts insurance license and is a CA Notary Public. Joseph attended the University of Texas at El Paso on a full music scholarship, graduating with a Bachelor of Business Administration degree, majoring in Marketing with a minor in Music. Joseph has earned the Certified Annuity Specialist (CAS) designation through the nationally recognized Institute of Business and Finance, which was achieved through many hours of in-depth training and study.

Active in civic affairs and charitable causes, Joseph is a member of the Beverly Hills Chamber of Commerce and the Los Angeles Better Business Bureau. Since 1993, he has served as Senior Vice President of The Gift for Life project, a nonprofit organization which raises money for children with AIDS and other childhood diseases. He has also raised money through benefit concerts and walk-a-thons for Children’s Hospital Los Angeles and other children’s charities.