President | Bolvin Wealth Management Group | Inc@ LPL Financial
Boston, Massachusetts, United States
Gina Bolvin Bernarduci
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Syracuse University
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FlashIntel GPTGina Bolvin Bernarduci is a highly experienced financial professional with 26.8 years of work experience. She specializes in wealth management, retirement planning, investments, and strategic financial planning. Currently, she serves as the President at Bolvin Wealth Management Group in Boston, Massachusetts. Prior to this, she held the position of President at LPL Financial in San Diego, California. With a strong background in financial services and a focus on customer satisfaction, Gina is a valuable asset in the industry.
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About
Gina Bolvin Bernarduci is the President at Bolvin Wealth Management Group.Gina Bolvin Bernarduci attended S.I. Newhouse School of Public Communications at Syracuse University.
Work Experience
President | Bolvin Wealth Management Group | Inc
Financial Services
Gina Bolvin Bernarduci's Professional Milestones
- President (1997-03-01~): Driving strategic initiatives to maximize shareholder value and establish the company as a leader in the industry.
- President | Bolvin Wealth Management Group | Inc (1997-01-01~): Driving strategic growth and expanding market share through strategic partnerships and revenue-generating initiatives.
Education
Public Communication,
Bachelor's Degree
Skill
Wealth Management
Retirement Planning
Investments
Strategic Financial Planning
Financial Advisory
Financial Planning
Securities
Leadership
Financial Planners
Portfolio Management
401k
Finance
Mutual Funds
Asset Management
Series 7
Investment Advisory
Finra
Asset Allocation
Public Speaking
Financial Goals
Financial Services
Iras
Retirement
Investment Strategies
Wealth Accumulation
Series 63
401k Rollovers
Estate Planning
Business Strategy
Insurance
Risk Management
Alternative Investments
Fixed Annuities
Wealth
401 Retirement Savings Plans
Life Insurance
High Net Worth Individuals
Series 6
Wealth Management Services
Pensions
Investment Management
Employee Benefits Design
Telecommunications
Personal Financial Planning
Customer Satisfaction
Certification
Colleagues
Shraddha Pandey
Trading Product Owner
Rene "Blue" Ornelas
owner bluerock investment services
Chad Hall
project management pmp | agile delivery safe practice consultant - spc rte scrum master - csm product owner - popm | process improvement | program portfolio management | problem solver
William Poulter
Owner | Founder | Pulter Investment Advisors | LPL Registered Representative
Tim McCarthy
Affiliate | Owner
Other Named Gina Bolvin Bernarduci
Frequently asked questions
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Gina Bolvin Bernarduci's social media include: Linkedin,
Gina Bolvin Bernarduci works for LPL Financial
Gina Bolvin Bernarduci's role in LPL Financial is President | Bolvin Wealth Management Group | Inc
Gina Bolvin Bernarduci works in the industry of Financial Services
Gina Bolvin Bernarduci's colleagues are Shraddha Pandey,Rene "Blue" Ornelas,Chad Hall
Gina Bolvin Bernarduci's latest job experience is President | Bolvin Wealth Management Group | Inc at LPL Financial
Gina Bolvin Bernarduci's latest education in Syracuse University
