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Jason Gilbert, CPA/PFS, CFF

Fiduciary Investment Advisor | Creative, Strategic Financial Guidance | CPA

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RGA Investment Advisors Jason Gilbert, CPA/PFS, CFF
Great Neck, NY

Serving Clients Nationwide

Fiduciary Investment Advisor | Creative, Strategic Financial Guidance | CPA

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516.665.1940

Website

Areas of Focus

  • Alternative Investments
  • Financial Life Planning
  • High Net Worth
  • Investment Management
  • Retirement Planning

About Me

Jason Gilbert is the Founder and Managing Partner of RGA Investment Advisors, with nearly two decades of experience in wealth management and strategic financial advising. Specializing in managing the wealth of high-net-worth individuals and families, Jason’s fiduciary-driven approach ensures his clients receive tailored, disciplined investment strategies that preserve and grow wealth across generations.

As a Certified Public Accountant (CPA) with additional designations in Personal Financial Specialist (PFS), Certified in Financial Forensics (CFF), and Chartered Global Management Accountant (CGMA), Jason brings a rare combination of expertise to his clients. His dual background in sophisticated planning strategies and investment management allows him to offer comprehensive financial guidance that aligns with both immediate and long-term goals.

Jason is particularly passionate about involving families in the estate planning process, working closely with heirs to foster multi-generational relationships and ensuring a seamless transfer of wealth.

In his personal life, Jason is an active swimmer and enjoys playing both guitar and piano, finding these activities to be fulfilling for his physical and mental well-being. He lives in Great Neck, New York, with his wife, Julianna, and their three children. Jason values time spent with family and believes that maintaining balance in life is key to success, both personally and professionally.

Professional Designations

  • Certified Financial Fiduciary (CFF)
  • Certified Public Accountant (CPA)
  • Master of Science in Financial Analysis (MSFA)
  • Personal Financial Specialist (PFS)

Affiliations

  • AICPA Personal Financial Planning (PFP)
  • American Institute of CPAs
  • CFA Institute

Primary Location

185 Great Neck Road, 3rd Floor, Great Neck, New York 11021

Additional Locations

📍 243 Tresser Boulevard | 17th Floor Stamford, Connecticut 06901

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Based
  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Our initial meeting is an opportunity to have an open conversation about your financial situation and goals. There’s no pressure to come prepared with specific documents—this meeting is all about understanding what matters most to you and exploring how I can support your financial journey. During our time, we’ll cover: 1) Your financial picture: Whether you’re looking for guidance on investments, estate planning, or managing day-to-day finances, we’ll discuss your current approach and any areas you’re focused on improving. 2) Family and future planning: We’ll also explore how your financial goals impact those around you, including family considerations like wealth transfer, legacy planning, or educating the next generation. 3) Investment philosophy: I’ll share our firm’s approach to investing, including how we identify strong companies, evaluate long-term opportunities, and manage risk. We’ll review the key factors we consider when building portfolios, such as quality, growth potential, and financial health, along with the strategies we use to mitigate risk while aiming for sustainable returns. 4) My approach: I’ll share how I work with clients, tailoring strategies to meet your unique needs—whether you’re focused on growing wealth, preserving it, or planning for the long term. 5) Next steps: If we both feel this is a good fit, we’ll discuss what the next steps look like, including any specific actions we can take to help you achieve your goals. Feel free to bring any questions or concerns, whether it’s about creating a more efficient financial plan, managing complex assets, or navigating life’s transitions. My goal is to make you feel comfortable, answer your questions, and provide clear direction on how we can move forward together.

Offers Investment Management

Yes

About our Firm

RGA Investment Advisors, LLC is an independent investment management firm. The Company builds client portfolios with a low turnover, long-term investment strategy focused on identifying fundamentally attractive securities.

What’s Out There

Experienced investors know that financial markets are cyclical. Unfortunately, people too often put emotional interest ahead of financial prudence. Having worked through the dot.com and real estate bubbles, we’ve seen first hand how reactionary thinking breeds instability and leads to booms and busts. Worse yet, the financial industry plays its own dangerous game. Professionals whose livelihood depends on the generation of commissions are less likely to engage in prudent management. Firms facing this conflict of interest will seek their own benefit at the expense of the client, often herding people into opaque structures or using product sales to churn their clients’ accounts. In this system, there is no arbiter; no accountability. We think there is a better way.

What We Believe In

At RGA, we believe the financial industry should forge a trust between advisor and stakeholder. We see ourselves as stewards of our clients’ hard earned wealth, determined to focus first and foremost on our clients’ interests. We will never sell results to begin a relationship; instead, we seek people who share our core philosophy and vision. Our clients are long-term thinkers who understand that wealth management is a marathon, not a sprint. While outcomes matter, our clients believe, first, in our process.

Why RGA?

We have one simple and transparent fee, and we sell absolutely no products of any kind. We place great emphasis on understanding each client’s long-term goals, and we invest with an eye toward the future, creating a realistic path toward meeting and exceeding long-term needs. We aim to minimize fees and tax consequence while maximizing our clients’ ultimate ability to compound wealth. It is our mission to grow alongside our clients, not at their expense. Just as we seek healthy, long-term investments, so do we hope to create client relationships that last a lifetime.

Education

University of Michigan, B.A., Political Science/International Business | The George Washington University School of Business, M.S, Accounting and Finance

Hobbies and Interests

  • Cooking
  • Family
  • Golf
  • Music
  • Swimming

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Who We Serve

  • Accountants
  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Healthcare Professionals
  • Intergenerational Families
  • Investors
  • Parents
  • Physicians
  • Special Needs

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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