Gabrielle Gioia, CFP®, CRPC®

Gabrielle joined Rodgers & Associates in 2019 after gradu­ating with a bachelor’s degree in Business Admin­is­tration from Temple University. She majored in Financial Planning and minored in Marketing and Economics. Before college, she wanted to become a teacher; however, she realized that a career as an adviser would be more fulfilling as it allows her to educate clients while also allowing her to analyzing data to create client’s unique plans.

Gabrielle believes one of the biggest challenges people face when transi­tioning into retirement is the evolution of their money. In retirement, their money needs to work for them- safely and tax efficiently. Many aspects of retirement planning exist outside of money management, such as tax and estate planning. The compre­hensive processes and approach imple­mented by Rodgers & Associates help clients feel comfortable about their financial plan so they can concen­trate on things they enjoy, such as traveling or exploring new hobbies.

Gabrielle passed the CFP® Certi­fi­cation Exami­nation in 2020. You might find her on walks with her dog, Jade, watching the Philadelphia Eagles, or spending time with her nieces and nephews in her free time.