Aaron Gilman, CFA, CFP®
Chief Investment Officer
(813) 341-0960 ext 203 | aaron.gilman@ifpartners.com
Responsibilities:
Serves as the Chief Investment Officer for Independent Financial Partners and President of IFP Wealth Management. Conducting analytical research and due diligence for all investment types, portfolio analysis and construction, portfolio management, and directing all activities in IFP’s Wealth Management Group. Serves as head of the IFP Investment Advisory Committee.
Career before IFP:
Prior to joining IFP, Aaron was a financial advisor for high net worth individuals at Koss Olinger Financial Group in Gainesville, Florida.
Education:
BSBA, Finance & Real Estate, University of Florida
Licenses & Designations:
CFA, CFP®
Series 7, 24 and 66 Registrations with LPL Financial
Florida 2-15: Life, Health and Variable Annuity Insurance License
*Mr. Gilman is an employee of Independent Financial Partners (IFP) and not affiliated with Wealth Advisors Who Care, LLC
