DJ Gillman
Senior Retirement Plan Consultant & Investment Advisor
CFP®, AIF®, CPFA®
About DJ
DJ Gillman, CFP® is a Senior Retirement Plan Consultant and Investment Advisor at Everhart Advisors. He has been diligently providing service to retirement plan sponsors and individual wealth management clients since January 2009.
DJ consults with clients to develop optimized solutions and acts as a liaison to ensure high-quality service is provided by all vendors. He believes every business deserves a world-class retirement plan and every person a secure retirement.
DJ holds a Bachelor of Science degree in Financial Services from Wright State University. Throughout his career, he has earned the CERTIFIED FINANCIAL PLANNER®, Accredited Investment Fiduciary®, and Certified Plan Fiduciary Advisor designations.
For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/