Torrance, California Office
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As a seasoned financial advisor focused on helping her clients achieve financial wellness and independence, Giorgina specializes in assisting professionals and families in crafting comprehensive financial plans tailored to their unique goals and aspirations. With a keen focus on empowering her clients to make informed decisions about their finances, she provides personalized guidance and insights to help them navigate through various seasons of life. Many of Giorgina's clients are families focusing on their interests in retirement and working to preserve wealth across generations.
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Giorgina began her career as an intern with Wells Fargo Advisors and was extended a position shortly after graduating from college. Giorgina graduated from California State University, Long Beach, earning a B.A. in Financial Management and a B.S. in Business Economics. She has maintained her CERTIFIED FINANCIAL PLANNER™ designation since 2014.
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In addition to her professional endeavors, Giorgina and her husband, Peter, have recently welcomed identical twin boys, Joshua and Eli, who have brought boundless joy and inspiration into their lives. Parenthood has deepened her perception of the importance of ongoing long-term financial planning and the significance of securing a stable future for loved ones. They live in the South Bay with their adopted cat, Juliet. Outside of work, Giorgina enjoys listening to music and podcasts, exploring all types of cuisines, and challenging herself with running and hiking along the many trails in Palos Verdes. Conscious of her environmental impact, she does her best to live a low-waste lifestyle. She takes time to volunteer with the Financial Planning Association (FPA) Pro Bono Financial Planning Days. Through these initiatives, she contributes her expertise to support underserved communities and promote financial literacy, believing that everyone deserves access to sound financial advice regardless of their background or circumstances.
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Driven by a passion for helping others achieve financial security and fulfillment, Giorgina is committed to guiding her clients towards financial success, one step at a time. Connect with Giorgina today to embark on this financial journey together.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
When it comes to retirement planning,...