Cheryl Giustiniano

CFP®
Financial Advisor
Certified Financial Planner®

She's been advising clients since 1992 in the areas of investment and wealth planning, including allocation, investment planning and management, retirement, tax and estate planning. During that time she has advised clients through a number of stock market corrections. She understands the economy, the markets and how these factors can intertwine with the portfolio. She graduated from Villanova University with a bachelor's in Business and Finance. She holds the CERTIFIED FINANCIAL PLANNER® certification as well as the Series 7, 31, 63 and 65 securities registrations. She also offers insurance products, including annuity, disability, life and long-term care insurance licenses. These registrations and licenses allow her to offer diversified portfolios in order to help manage investment risk for her clients.

She works with her clients to manage and preserve multi-generational wealth. Her areas of specialty include the design and management of investments, retirement, estate, and tax planning strategies.

Clients invest for their future; their retirement, their children’s and grandchildren’s education, and even to create a legacy so that they can make a difference in society. She diversifies client's portfolios by offering a variety of products and services, but also offering client's protection through various types of insurance products.

She's worked with some of the largest companies in the U.S to educate their employees on a variety of financial education topics. Some of these industries include defense and security, aerospace, telecommunications, defense and transportation.

Cheryl believes strongly in transitional planning. Whether that transition is a divorce, a spousal death, relocation or an upcoming retirement, we believe the sooner you contact Cheryl the more options you may have available. Going through transition is always difficult, but she'll strive to make it as easy as possible for you by providing access to some of the best options available. She can also advise when receiving a large lump sum payment through either inheritance, settlement, or an early retirement.

She offers a no obligation, complimentary consultation and a second opinion consultation. Contact her for more information.

 

CA License #0C37314

 

 

Raymond James does not provide tax or legal services.


Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.