Gina Chironis
Senior Financial Advisor @Apella Wealth
Irvine, CA, US
EMAILS
g••••••••@apellawealth.com
MOBILE NUMBERS
+19•••••••28
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WORK HISTORY
Feb 2023 — Present
Senior Financial Advisor @Apella Wealth
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Clarity Wealth Management merged with Apella Wealth in February 2023. Our new partnership provides us with even more ways to help our clients with their plans for the future, managing their investments, retirement plans, estate plans, insurance and charitable giving.
EDUCATION
1988 — 1990
Vanderbilt University Owen Graduate School of Management
Master of Business Administration - MBA, Accounting and Finance
1976 — 1981
Louisiana State University
Bachelor of Science - BS, Finance, General
SKILLS
Insurance PlanningInvestment AdvisoryIra'sSmall BusinessDefined BenefitAsset ProtectionWealth ManagementWealth TransferInvestmentsCash FlowWealthFinanceFinancial Planners401kCpaInsuranceWealth PreservationFinancial PlanningHigh Net Worth IndividualsEstate PlanningAssetStrategic Financial PlanningTaxInvestment BankingPersonal FinanceFinancial AdvisoryAsset ManagementRetirement Planning
ABOUT GINA CHIRONIS
I’m a Certified Public Account (CPA) and Personal Financial Specialist (PFS) with over 30…
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