Broker Check
Penny Di Giovanna, CFP®, CDFA®, AAMS®

Penny Di Giovanna, CFP®, CDFA®, AAMS®

Wealth Advisor

As a Wealth Advisor, my passion is to add 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. My objective is to deliver a concierge level of service for a select number of clients.

I spent the first 20 years of my career in the real estate industry, handling everything from complex commercial transactions to first-time home purchases. My unique experience allows me to better understand my clients and their major life decisions. To better serve my clients, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Asset Management Specialist™ (AAMS®) and Certified Divorce Financial Analyst™ (CDFA®) professional designations.

I am honored to serve a diverse group of clients who all appreciate my ability to make complex issues more approachable. I am especially passionate about helping women facing major life changes, including divorce and the death of a spouse. I am licensed to serve clients nationwide and utilize technology to maintain accessibility to my clients.

I am currently accepting new clients. If you would like to learn more about our financial planning and investment management process, please reach out.