Bio
Jaden Duncan is a Financial Planner with Oakwood Wealth Partners. Through comprehensive planning, Jaden partners with his clients by understanding what is most important in their lives and creating a flexible plan that makes sense for their unique situation and ultimately developing a long-term relationship with them. Jaden has earned the professional designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.
Jaden joined Oakwood Wealth Partners in 2023 as a Financial Professional Trainee. His responsibilities included facilitating investment research and conducting financial analysis for OWP. He later moved up to the Paraplanner role where he worked with financial professionals, helping them with creating and implementing financial plans and solutions. Jaden graduated from University of Colorado where he earned his Bachelor of Arts in Marketing.
Jaden, a lifelong Orange County resident, currently lives in Newport Beach. When he’s not working, Jaden enjoys golfing, watching the Rams/CU Buffs and being at the beach.