Gianola Financial Planning, LLC
Firm details
- Headquarters
- Worthington, Ohio
- CRD number
- 121365
- Website
- gianolafinancial.com
- Fee structure
- Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Gianola Financial Planning, LLC is an individually owned limited liability company that provides fee-based financial planning services. The firm is state-registered in Florida and Ohio and operates under a fixed-fee / other fee model rather than as a capital allocator or institutional manager. Investment stewardship appears to be centered on planning and client-level implementation rather than on running pooled investment products. The firm does not identify as an ESG-active investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Sana Haque
Senior Financial Advisor, PartnerCRD 6202272
Jill Gianola
Founder, ConsultantCRD 4557546
Melanie Dunbar
PartnerCRD 7687408
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Worthington, OH
Franklin
Location
Worthington, OH
Headquartered in Worthington, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 6797 N High St
- Time zone
- ET (UTC-5)
- Office locations
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