Jenna Biancavilla

Holistic Financial Expert. Award-Winning Entrepreneur in Finance & Tech,⁣ Public Speaker, ⁣Owner of Pearl Capital Management, Svvy, and a few more. I create human betterment through holistic planning.

Role
Principal at Pearl Capital Management
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jenna Biancavilla

My goal is simple: empower more people with better advice. Whether that’s through one-on-one client relationships at Pearl Capital Management or by supporting fellow advisors through Svvy®, I believe in collaboration over competition and abundance over scarcity.After 15+ years in the industry, I’ve seen far too many people taken advantage of by commission-driven, profit-first financial salespeople. It’s disheartening, and it’s exactly why I’m on a mission to change the way financial services are delivered.At Pearl Capital Management, we serve high-net-worth families, business owners, and multi-generational households by bringing clarity, strategy, and coordination to every part of their financial lives. We act as the central hub for your financial team, working directly with your CPA, estate attorney, and insurance professional, so that you can be the CEO of your finances, not the middleman.As a fee-only fiduciary, we don’t sell products. We deliver independent advice and a white-glove experience tailored to your values, goals, and life transitions.That same mission led me to co-found Svvy®, a platform designed to help people (especially women) find pre-vetted, trustworthy financial advisors who lead with empathy, education, and ethics. If you\'re a values-aligned advisor who wants to grow without compromising your integrity, Svvy® was built for you.I’m here to raise the bar in financial services for clients and advisors.Let’s connect if:– You’re looking for an advisor who prioritizes your long-term well-being– You’re an advisor tired of the profit-first, old-school playbook– Or you’re purpose-driven and ready to build something meaningful

Experience

  1. Principal

    Pearl Capital Management

    Jan 2016 — Present

    Capital Management offers holistic financial analysis and solutions to individuals, businesses, and non-profit organizations. With our clients\' goals in mind, we write a comprehensive financial blueprint for them to follow.

Education

  • University of Arizona

    Bachelor's degree, Economics & Business Administration

    2005 — 2009

Skills

  • Etfs
  • Mortgage Lending
  • Loans
  • College Funds
  • Retirement Planning
  • Finance
  • Harp
  • Customer Service
  • Insurance
  • Alternative Investments
  • Residential Mortgages
  • Reit
  • Bonds
  • Leadership
  • Financial Services
  • Wealth Management
  • Loan Origination
  • Investments
  • Mutual Funds
  • Financial Advisory
  • Fha Financing
  • Va Loans
  • Securities
  • Stocks
  • Jumbo Mortgage
  • Sales
  • Student Financial Aid

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