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James P. Gilbert, CFP®

James P. Gilbert, CFP®

Founder & Managing Partner

James P. Gilbert, CFP, is Founder and Managing Partner at Cornerstone Private Advisors. He is responsible for overseeing all administrative and financial matters at the firm and has been serving clients in the industry since 1991.

Along with his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Jim holds his Series 6, 7, 24, 63 and 65 securities licenses, as well as a number of state Insurance Licenses. He is an active member of the Financial Services Institute. Jim is former Chair of the President’s Advisory Council for Woodbury Financial Services, Inc.

Jim and his wife Mary live locally. In his free time, he enjoys playing golf and spending time with his children and four grandchildren. Jim is personally passionate about giving back and extending his personal success to help others achieve theirs.