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New Service! Certified Divorce Financial Analyst®

Are you looking for a knowledgeable advisor during the difficult season of divorce - someone to come alongside you in a non-judgmental and supportive way? My specialized analysis and planning services will help you navigate more confidently and clearly through the process by evaluating the tax implications and financial impact of various settlement options for dividing marital property (including pensions), as well as child and spousal support payments, just to name a few. 

If you would like to know more about how I can assist you and your legal counsel with analyzing the financial aspects of your divorce,  schedule a free consultation call.

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Financial Planning

Investment Management

Divorce Planning

This Month's Featured Content

How to Conquer the World

How to Conquer the World

5 Financial Strategies for Savvy Single Women with this infographic.

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Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

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Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

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My Approach to Financial Planning

As a Financial Advisor, my passion is adding value to my clients’ lives through careful planning. I guide my clients through the financial planning process as a true partner to help them create the lives of their dreams.

Why Choose a Certified Financial Planner?

Today’s financial landscape consists of diverse moving parts with ever-changing regulations and rules. When you hire a CFP® professional, you work with an advisor who has met rigorous qualifications for financial planning. Most important, a CFP® professional has made a commitment to CFP Board to act in the best interests of their client.

Let's Start Planning

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Meet the Team

Penny Di Giovanna

Penny Di Giovanna

Wealth Advisor, CFP®, AAMS®, CDFA®

Meet Penny
Rose DiLecce

Rose DiLecce

Licensed Assistant | Operations Manager

Meet Rose
Robin Conneen

Robin Conneen

Client Experience Specialist

Meet Robin

Featured in the News

WFMY News 2 Television

WFMY News 2 Television

Biden administration pauses student loan repayments

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www.kiplinger.com

www.kiplinger.com

Building Wealth Should Be a Family Affair

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Helpful Resources

Market Insights

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Calculators

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