Jordan Gilberti, CFP®
Fee-Only Wealth Management and Investment Advisory Services
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Fee-Only Wealth Management and Investment Advisory Services
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Jordan Gilberti, CFP®
As a Certified Financial Planner®, Jordan Gilberti has dedicated his career to empowering individuals to take control of their financial futures. With experience spanning both small and large firms, Jordan has worked with hundreds of families nationwide, offering personalized guidance and strategic financial planning.His expertise has been recognized by top outlets like Bloomberg, Forbes, CNBC, and USA Today, where he’s been quoted on various financial topics.
What Jordan values most about his work is the opportunity to build lasting relationships based on trust and understanding. He takes a non-judgmental, open-minded approach to helping clients navigate the complexities of financial planning.
By breaking down intricate topics and aligning them with his clients' goals, Jordan crafts clear, actionable strategies to help them achieve financial success.
Outside of work, Jordan enjoys practicing yoga, hiking, and, most of all, traveling. He is also passionate about giving back, particularly through his work with nonprofit organizations like the After Innocence Project, where he helps exonerated individuals rebuild their lives and financial futures.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
1646 W Snow Ave, Tampa, FL 33606
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 30 minute introductory call. This 30-minute phone call gives us the opportunity to ensure that our firm's expertise matches your needs. We will evaluate together if it makes sense to move forward in the process, or if you would be best served by another professional. I look forward to speaking with you.Offers Investment Management
Yes
About Sage Wealth Group
At Sage Wealth Group, we do things differently. Here's how:✔️ We are Certified Financial Planners™. CFP marks signify professionalism and expertise in financial planning. Certified Financial Planners meet strict educational, examination, experience, and ethical standards.
✔️ We’re fee-only. Our compensation is derived solely from the fees you pay for our services, ensuring that our interests are aligned with yours.
✔️ We’re fiduciaries. We are legally and ethically bound to act in your best interest at all times.
✔️ We’re independent. Our independence allows us to offer unbiased advice free from the influence of third parties.
✔️ We are tax-focused. Understanding that tax implications can significantly impact your wealth accumulation and preservation, we take a holistic approach to financial planning.
Education
Rutgers Business School, Bachelor of Science - BS, Finance, General
Hobbies and Interests
- Family
- Hiking
- Traveling
- Volunteering
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Special Needs
- Therapists
- Travel Lovers
- Widow
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Life Time Help
A Truly Exceptional Financial Partner
Amazing Service
Review of Jordan Gilberti
Exceptional and Personalized Financial Guidance
Working with Jordan Gilberti
Expert Guidance and Trust
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
