Jordan Gilberti

Senior Lead Planner

Jordan Gilbert is a Senior Lead Planner at Facet Wealth. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with the motivation to help as many families and individuals as possible navigate the path to financial freedom. After graduating Rutgers with a B.S. in Finance, Jordan discovered that he wanted to use his financial background to help families and individuals pursue their financial goals over a lifetime. Upon graduation, Jordan began his career in the financial services industry at a large brokerage firm but later transitioned to an independent firm where he advises clients under the fiduciary standard, which means he is required to act in the best interest of his clients.

Education: Rutgers University (BS)

“Let us try to recognize the precious nature of each day.” - Dalai Lama XIV

Follow Jordan

Get to know Jordan

Man’s best friend!

Leap of faith

Service trip to Nicaragua

Mountains of Sedona, AZ!

What's the last book you read?

Becoming Supernatural

What's your favorite movie?

The Godfather

What's the coolest thing you're working on right now?

Becoming a certified yoga instructor!

What are you currently watching on Netflix?

Narcos

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.