Jasen specializes in assisting successful families, individuals and business owners with their financial planning needs. Jasen's attention to detail and passion for comprehensive planning helps his clients navigate life's major transitions - retirement, the sale of a business, legacy planning and more. He welcomes the opportunity to collaborate with a client's team of professionals including accountants, attorneys and pension administrators.
Jasen Gilbert joined Ciccarelli Advisory Services in 2006 as an Associate Planner. He works closely with team members to design, coordinate and implement financial plans, as well as comprehensive client reviews. Jasen's primary focus is serving clients with Jill Ciccarelli Rapps, although he also provides support for the other planning teams.
Jasen has more than 17 years of diversified experience in financial planning and personal asset management. Prior to joining Ciccarelli Advisory Services, he served as a financial consultant for a private family office in Palm Harbor, FL.
Jasen is a CERTIFIED FINANCIAL PLANNER™ professional and earned his B.S. from the University of South Florida. He holds his Series 7 and 66 registrations, as well as Florida life, health and variable annuity licenses.
Jasen lives in Naples with his wife Ingrid. In addition to spending time with family and friends, Jasen enjoys reading, fishing, boating, traveling and supporting numerous charitable organizations.