Experience
Makes all the difference
Since starting out in the Financial Services industry in 1982, Gianna has provided patient, proactive and calm guidance to her clients through bull and bear markets, recessions, market corrections and the dot com and housing bubbles. She and her husband, Dee, founded their practice on the simple philosophy that clients’ wealth management needs are best served by a holistic approach to their entire personal and financial lives. Gianna earned her business degree from Pace University in New York and is a Certified Retirement Planning Consultant™.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Investments |
Newport Beach, CA |
March 2011 - Present |
Merrill Lynch |
First Vice President - Investments |
Costa Mesa, CA |
July 2003 - March 2011 |
Smith Barney |
Financial Consultant |
New York, NY |
May 1989 - July 2003 |
Registered States:
AZ, CA, CO, FL, GA, IA, MA, MD, NC, NV, NY, OR, UT, VA