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
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?
What's your favorite movie?
What's the coolest thing you're working on right now?
Becoming a certified yoga instructor!
What are you currently watching on Netflix?