Since 2003, Gina has been dedicated to helping individuals, families, and entrepreneurs/ business owners build, protect, and distribute wealth by providing holistic, personalized, and flexible solutions.
By incorporating psychological and heuristic techniques into her working style, Gina guides her clients so they feel safe, doubt-free and empowered to implement their plan so they can live their best lives!
Gina’s interest in financial planning was sparked early in life, influenced by observing the impact of financial decisions on her own family. She brings empathy, integrity, and a genuine desire to see her clients succeed. Her clients praise her for bringing a digestible, knowledgeable, patient, and non-judgmental approach to financial management.
Specializing in financial planning and assets under management, Gina’s approach is rooted in her passion for empowering clients to focus on what matters most in their lives. Gina considers herself to be a financial “GPS” for her clients; by assessing clients’ goals and aspirations she can develop a personalized financial roadmap and provide the support and guidance necessary for clients to achieve their financial and personal goals. When unexpected detours, roadblocks, or bumps happen, Gina is prepared to support her clients as they get back on track or pave a new road.
Gina’s practice focuses on investment advisory services, tax mitigation strategies, insurance solutions, and financial planning, including but not limited to retirement planning, college funding, and saving/ planning for big expenses like a home or business. A lifelong learner committed to furthering her knowledge so she can better help her clients, Gina has completed advanced studies in finance at The American College earning her ChFC® (Chartered Financial Consultant) and RICP® (Retirement Income Certified Professional) designations. She also has a CLTC®—Certification for Long-Term Care. Gina shares her expertise, speaking on financial topics throughout the tristate area.
Outside of her professional life, Gina loves spending time with her family: her husband Doug and her kids, Nicky and Elizabeth, all of which have been part of her practice. Her dogs, Travis and Rosie, even work as her Gratitude and Attitude Ambassadors, respectively. Gina also makes sure to spend as much time as possible laughing with her friends; many of whom are also clients. She is a native New Yorker through and through and loves the arts; especially going to concerts and plays, dancing with abandon, cooking, baking, painting and meditation. She is also an active member of her community and frequent volunteer.
Gina recognizes the importance of living life to the fullest. As a financial advisor, her goal is to help save her clients time and money, reduce stress of the unknown, and keep them safe and secure all while making financial decisions as fun (or at least not painful) and easy as possible thus allowing clients to live their lives to the fullest, too!