Jordan Gilberti, CFP®

As a Certified Financial Planner®, I’ve dedicated my career to empowering pre-retirees and retirees to take control of their financial futures. With experience across both small and large firms, I’ve had the privilege of helping hundreds of families nationwide, offering personalized guidance and strategic financial planning that’s tailored to the unique needs of those preparing for or already in retirement.

My expertise has been featured in top outlets like Bloomberg, Forbes, CNBC, and USA Today, where I’ve been quoted on various financial topics. What I value most about my work is the opportunity to build lasting relationships founded on trust and understanding.

I take a non-judgmental, open-minded approach to helping clients navigate the complexities of retirement planning. By breaking down intricate topics and aligning them with my clients' goals, I craft clear, actionable strategies to help them achieve financial success in their retirement years.

When I’m not working, I enjoy yoga, hiking, and, above all, traveling. I’m also passionate about giving back, particularly through my work with nonprofit organizations like the After Innocence Project, where I help exonerated individuals rebuild their lives and financial futures.