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Penny Di Giovanna, CFP®, CDFA®, AAMS®

Concierge Wealth Management Services

Providing Financial Clarity with Caring and Competence

Financial Planning

Investment Management

Divorce Planning

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.

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

Free Downloads

How to Conquer the World

How to Conquer the World

5 Financial Strategies for Savvy Single Women with this infographic.

Women on the Rise

Women on the Rise

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

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.

Market Insights

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Calculators

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In the News

WFMY News 2 Television Interview

WFMY News 2 Television Interview

Biden administration pauses student loan repayments

www.kiplinger.com

www.kiplinger.com

Building Wealth Should Be a Family Affair

You Can Now Text Me Directly at 321-499-2650