Jordan Gilberti, CFP®

Fee-Only Wealth Management and Investment Advisory Services

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Sage Wealth Group Jordan Gilberti, CFP®
Tampa, FL

Serving Clients Nationwide

Fee-Only Wealth Management and Investment Advisory Services

1 Certified Advisor Reviews™
5 out of 5 Stars
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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

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Special Needs
  • Therapists
  • Travel Lovers
  • Widow

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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Expert Guidance and Trust

✅ Wealthtender Certified Advisor Review™
May 29, 2025
Jordan’s services come with a wealth of experience and knowledge. His overall approach makes financial plans easier to understand, and he takes as much time as needed to answer any questions you may have. He answers emails quickly, and provides thorough recaps of meetings/updates. I trust Jordan with my financial planning and highly recommend his services to others.
Relationship to Financial Advisor: Client as of May 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Declan Berutti