Aaron Gilman, CFA, CFP®
Chief Investment Officer
(813) 341-0960 ext 203
Aaron Gilman serves as Chief Investment Officer for Independent Financial Partners (IFP) and President of IFP Wealth Management.
In his leadership role, Aaron oversees investment research, portfolio construction, portfolio management, and due diligence across a broad range of investment strategies and asset classes. He also serves as the head of the IFP Investment Advisory Committee, helping guide the firm’s investment philosophy and strategic direction.
Investment Leadership & Research Expertise
Aaron brings deep analytical expertise and a disciplined investment approach focused on long-term portfolio management and risk oversight.
His responsibilities include:
Investment Research & Due Diligence
Portfolio Construction & Management
Asset Allocation Analysis
Investment Committee Leadership
Wealth Management Strategy Oversight
His experience and leadership help support advisors and clients through evolving market conditions with thoughtful, research-driven investment guidance.
Industry Experience
Prior to joining Independent Financial Partners, Aaron worked as a financial advisor serving high-net-worth individuals at Koss Olinger Financial Group in Gainesville, Florida.
That combination of advisor experience and institutional investment leadership provides Aaron with a strong understanding of both portfolio management and the real-world financial goals clients face every day.
Education, Credentials & Licenses
Aaron earned his Bachelor of Science in Business Administration (BSBA) in Finance & Real Estate from University of Florida.
He also holds two of the industry’s most respected professional designations:
Chartered Financial Analyst® (CFA)
Certified Financial Planner™ (CFP®)
Additional licenses and registrations include:
Series 7 Registration
Series 24 Registration
Series 66 Registration
Florida 2-15 Life, Health & Variable Annuity Insurance License
Important Disclosure
Aaron Gilman is an employee of Independent Financial Partners (IFP) and is not affiliated with Wealth Advisors Who Care, LLC
