Independent, with a powerful backing.
At Sage Wealth Group, our advisory services are offered through Core Planning.
At Core Planning, an ideal way to serve clients is through an independent model where we advisors are free to express our talents in a more flexible and personalized manner.
Our clients deserve our best work, and we recognize the immeasurable benefits of professional collaboration and support so that we have the space we need to give our clients the attention they deserve.
Core Planning is a community of advisors who value independence within a powerful framework of generosity and support.
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.
