Aaron Gillman CFP®
CFA Independent Financial Partners (IFP) | Chief Investment Officer (CIO)
Aaron is the Chief Investment Officer (CIO) for Independent Financial Partners, and has been with the firm since 2011. In his role, Aaron provides financial advisors and clients extensive analytical research, due diligence for all investment types along with portfolio construction strategies and recommendations. Aaron earned his bachelor's degree in Finance from the University of Florida. Aaron holds the prestigious Chartered Financial Analyst (CFA) designation through the CFA Institute.
He is experienced at developing strategic financial plans for both individual clients and small institutions. He has also worked with attorneys and accounting professionals to establish family trusts and provide estate advice for his clients as he manages those assets to meet family goals.