Jordan Gilberti, Relationship Manager and Associate Advisor, joined Family Focus Financial with the motivation to help as many families and individuals as possible enjoy a comfortable, stress-free retirement. 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 hisclient. Jordan is an Investment Adviser Representative with AE Wealth Management, an SEC Registered Investment Adviser, and maintains his insurance practice.
At Family Focus Financial Group, Jordan is responsible for welcoming new clients to the family and developing unique retirement strategies for each individual’s particular situation. Everyone has pictured their ideal retirement: comfortable, stress free, surrounded by their family and friends. Jordan is committed to developing both a custom strategy and close relationship with each of his clients, keeping in mind that each family has different goals, objectives, and circumstances. He focuses on understanding what is truly important to his clients and puts together a comprehensive strategy to achieve these goals.
In his free time, Jordan enjoys reading, exercising, and volunteering in his community. He currently sits on the board of two non-profits: The Nicaragua Project, which serves underprivileged children, and the National Alliance for Mental Illness in Monmouth County, which helps local families coping with mental illness. Contact Jordan here.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Family Focus Financial Group are not affiliated companies.
Legal documents and counsel as well as tax advice are available through our independent consultant, Pasquale L. Givelekian, Esq., CPA.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.