Jordan Gilbert is a Senior Lead Planner at Facet. 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)
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Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success.
The information provided herein is for illustrative and educational purposes only and should not be considered a solicitation or an offer to buy or sell securities. Nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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