A CERTIFIED FINANCIAL PLANNER™ professional, Gian chooses to primarily focus on investment planning, insurance planning, debt management, and retirement planning, with individuals, families, and small businesses. Gian emphasizes the importance of risk management throughout the investment planning relationship in order to accomplish client goals while reducing stress in retirement.
Before joining Raymond James, Gian held positions at Direxion Investments and MainStay Investments – New York Life Investment Management. He earned a bachelor’s degree in business from the Boston University Questrom School of Business.
Gian holds his Series 3, 7, and 66 licenses, and holds his Life Insurance; Accident, Health or Sickness; Casualty and Property; and Variable Life Insurance certifications. In addition, he holds his Series 9 and 10, which speaks to his knowledge of compliance within the financial industry.
Originally from Rhode Island, Gian resides in Madison, NJ with his wife, Alexa, and two daughters Ava and Sofia.
Raymond James is not affiliated with Direxion Investments, MainStay Investments, or New York Life Investment Management.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.