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

6 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

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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A Truly Exceptional Financial Partner

✅ Wealthtender Certified Advisor Review™
Jun 9, 2025
I cannot speak highly enough of Jordan and the invaluable guidance he has provided in managing my finances. Jordan has transformed what once felt unattainable into a clear, achievable path towards my financial goals. I’ve been working with Jordan for several years. From our very first meeting, Jordan demonstrated an unparalleled level of professionalism, expertise, and genuine care. He took the time to truly understand my unique circumstances, aspirations, and especially my anxieties about my finances in retirement. This personalized approach immediately put me at ease and built a foundation of trust that is so crucial in this relationship. The peace of mind that comes from knowing my retirement and financial future are in such capable hands is immeasurable. Thanks to Jordan's strategic planning and insightful recommendations, I've seen tangible progress towards my retirement financial security. He is incredibly proactive, consistently providing thoughtful advice, identifying opportunities, and adapting strategies. He is not just a planner; he is a true partner and advocate, always acting in my best interest. If you are looking for a financial planner who is knowledgeable, trustworthy, communicative, and genuinely committed to your success, Jordan is the right choice. I wholeheartedly recommend him to anyone.
Relationship to Financial Advisor: Client as of Jun 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for M Barnes
M Barnes

Amazing Service

✅ Wealthtender Certified Advisor Review™
Jun 3, 2025
Hiring Jordan to be our advisor for our young family was a great decision. He really does talk with you about your goals and how you can achieve them whatever they may be.
Relationship to Financial Advisor: Client as of Jun 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brendan Good
Brendan Good

Review of Jordan Gilberti

✅ Wealthtender Certified Advisor Review™
Jun 3, 2025
I've had the pleasure of working with Jordan for a couple of years. He's been the one financial advisor that I've "clicked" with. He is very supportive of my goals and aspirations and provides a good framework for how to accomplish them. He exudes class and professionalism in every facet of his business. If you are looking for someone who listens and truly wants what's best for you, Jordan would be a perfect fit. I cannot recommend him more highly, and I look forward to continuing this partnership as we move forward.
Relationship to Financial Advisor: Client as of Jun 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for David Kooger
David Kooger

Exceptional and Personalized Financial Guidance

✅ Wealthtender Certified Advisor Review™
Jun 2, 2025
I've had the privilege of working with Jordan Gilberti for several years, and I can confidently say that he is an outstanding financial advisor. When he transitioned to Sage Wealth Group, I didn't hesitate to follow him because his expertise and dedication are unparalleled. What sets Jordan apart is his deep understanding of my personal financial goals and risk tolerance. He doesn't offer one-size-fits-all solutions; instead, he provides tailored advice backed by thorough analysis and credible resources. Whether we're discussing estate planning, investments, or banking strategies, Jordan ensures that I understand all options and feel confident in the decisions we make together. His communication is clear and timely, and he always takes the time to answer my questions, no matter how many times I ask. I feel incredibly fortunate to have Jordan as my financial advisor and plan to continue our partnership for many years to come. I wholeheartedly recommend him to anyone seeking personalized, trustworthy financial guidance.
Relationship to Financial Advisor: Client as of Jun 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jackie Mroz
Jackie Mroz

Working with Jordan Gilberti

✅ Wealthtender Certified Advisor Review™
May 31, 2025
My wife and I have worked with Jordan since 2018, when we moved to NJ and started to plan for our eventual retirement. Jordan helped us immensely in not only organizing our portfolio but planning a strategy that would help us be in a good position financially when we retire. He is easy to work with, very organized, and very professional. He checks in regularly with us to see if there is anything we need to discuss and he is available to answer questions whenever we reach out to him. I have recommended him to all my family and friends who need financial planning help. There are many firms offering this type of assistance and to be perfectly frank, not all of them have your best interests at heart. I feel very lucky to have Jordan in my corner and know my finances are in good hands.
Relationship to Financial Advisor: Client as of May 31, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mike Rosich
Mike Rosich

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.
Avatar for Declan Berutti
Declan Berutti