Gianni joined Clarfeld in 2012 and achieved his Certified Financial Planner (CFP®) designation in May of 2016. His primary role is to provide all aspects of financial planning including estate, tax, insurance and retirement planning as well as investment advisory services to high net worth individuals and families.
Additionally, he plays an integral role in the training and career development of the junior planning team as a Manager in the Financial Planning Department.
Gianni is an active member within the nonprofit space and serves on the young professional board for the Band of Parents. He lives in Westchester and enjoys CrossFit, golfing and archery.