@jasongilbert
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I’m Jason Gilbert, Founder and Managing Partner at RGA Investment Advisors LLC. As a fiduciary advisor and CPA, I help high-achieving entrepreneurs, executives, families, and founders build lasting wealth through a unified strategy that aligns investments, taxes, estate planning, and business holdings. I believe wealth is built through structure, foresight, and strategic clarity—not just numbers. Whether leading conversations with your advisors or crafting tailored plans, I focus on what matters most: your goals, your future, and your financial peace of mind.
