Michael Jordan, DipPFS, RICP® in

Michael Jordan, DipPFS, RICP®

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CEO | Founder | Wealth Manager at Sterling Global Wealth Group
📍 Miami-Fort Lauderdale Area, United States

Michael is the CEO and Founder of Sterling Global Wealth Group, specializing in cross-border wealth management for U. S. /U. K. connected professionals. As a dual-qualified manager and Retirement Income Certified Professional, he integrates investment strategy with tax-efficient financial and retirement planning.

As a U. K. expatriate living in the United States, Michael has firsthand experience navigating the complex financial challenges of a cross-border life. This personal journey deeply informs his professional dedication to helping other globally connected individuals and families manage their wealth across different jurisdictions.

His business specialization stems directly from solving the complex financial challenges he faced personally as a UK expat.

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Experience
27 Years
Current Role
CEO | Founder | Wealth Manager
Job Level
Leadership
Location
Miami-Fort Lauderdale Area, United States
Personality Overview

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Decision Approach
Work Preference

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Priorities

Topics Michael cares about

Cross-Border Planning
He specializes in holistic wealth management for professionals and families whose financial lives span the United States and the United Kingdom.
Retirement Income
As a Retirement Income Certified Professional (RICP®), he focuses on designing sustainable retirement income strategies for his clients.
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Career

Work history

1-2026
CEO | Founder | Wealth Manager
Sterling Global Wealth Group
9-2023
Managing Partner| Wealth Manager| Financial Planner| Investment & Risk Management|
BlackPoint Capital Partners
5-2017 - 9-2023
Regional Manager: USA & Senior Financial Planner
Skybound Wealth Management, LLC
6-2016 - 5-2017
Investment Advisor
deVere Group
10-2015 - 7-2016
Wealth Manager
Lloyds Bank Private Banking
In the press

Media appearances

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Education
1-2023 - 7-2024
Retirement Income Certified Professional
The American College of Financial Services
FINRA Series 65 (NASAA) - The Uniform Investment Adviser Law Examination
Kaplan College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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