JG
Jill I. Gianola
GIANOLA FINANCIAL PLANNING
Springfield, OH 45503
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CRD#: 4557546
JG
Professional summary
Jill Isaacson Gianola, CFP® is a registered financial advisor currently at GIANOLA FINANCIAL PLANNING, LLC located in Springfield, Ohio.
Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jill has worked at 1 firm .
Question & Answer
What are your service offerings?
Tax Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Education Planning
Insurance Planning
Do you have an area of expertise or specialization?
Middle Income Client Needs
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Author of The Young Couple's Guide to Growing Rich Together, published by McGraw-Hill. Co-author of Single Women and Money: How to Live Well on Your Income published by Rowman and Littlefield in 2021. Ms. Gianola occasionally presents financial planning seminars and workshops for which she is compensated.
CRS (Client Relationship Summary) - RIA
Click below to view Jill Isaacson Gianola's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1995
Experience
Current
February 7, 2005 - Present
GIANOLA FINANCIAL PLANNING, LLC
Office #1: 1115 N. Limestone Street, Springfield, OH 45503Office #2: 6797 N. High Street Suite 324, Worthington, OH 43085RIA
CRD#: 121365
Springfield, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/14/2021)
IAR
Ohio(2/7/2005)
Exams
Current Firm
GF
GIANOLA FINANCIAL PLANNING, LLC
GIANOLA FINANCIAL PLANNING | JILL ISAACSON GIANOLA D/B/A GIANOLA FINANCIAL PLANNING | GIANOLA FINANCIAL PLANNING, LLC
CRD#: 121365 / SEC#:
Florida
Registered Investment Advisory firm - (1/14/2021 Approved)Ohio
Registered Investment Advisory firm - (4/6/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6797 N. High Street Suite 324, Worthington, OH 43085
Mailing Address
Phone number
(614) 340-0770
Established
Firm type
Fiscal year end
# of Employees
6
Red Flags
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