Aaron Gilman, CFA, CFP®
Chief Investment Officer
In my role as chief investment officer for Independent Financial Partners and Forefront Wealth Partners, I conduct analytical research and due diligence for all investment types, do portfolio analysis and construction, develop client proposals and retirement plans and offered defined contribution plan reviews and recommendations.
My areas of expertise lie in estate planning, retirement planning, investment management and insurance planning. Previously, I worked as a financial advisor for high-net-worth individuals at Koss Olinger Financial Group in Gainesville, FL.
I earned my bachelor’s degree in finance and a minor in real estate from the University of Florida. I’ve been securities registered since 2008 and hold Series 7, 24, 63 registrations through LPL Financial and a Series 65 registration with IFP.
I hold my Chartered Financial Analyst (CFA) designation through the CFA Institute in addition to being a CERTIFIED FINANCIAL PLANNER™ (CFP®) and member of the Financial Analysts Society of Tampa Bay, The Financial Services Institute and the Financial Planning Association.