Independent, with a powerful backing.
We are proud to be affiliated with Core Planning, a registered investment advisory firm built on values of collaboration, integrity, and generosity. Through this partnership, we gain access to a deep bench of experienced advisors, back-office support, and operational infrastructure that allows us to stay focused on what matters most: delivering exceptional planning and care to the families we serve.
As financial planners under the Core Planning umbrella, we maintain the freedom to serve you with transparency, personalization, and a fiduciary duty that always puts your best interests first.
Jordan Gilberti
Founder, CFP®
As a Certified Financial Planner®, Jordan 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.
