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Penny Di Giovanna (AAMS, CDFA, CFP®)

Penny Di Giovanna focuses in the
following client markets or areas of practice:

  • AUM
  • Charitable Giving
  • Corporate Executives
  • Divorce Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Comprehensive ongoing financial planning

Investment Management

Divorce Financial Planning

Widow's Advisory Services

Inheritance and sudden wealth guidance

Women executives and female founders

Private wealth services

Tax Planning

Estate planning

Philanthropic and charitable gifting

Additional Information

At Financial Planning By Design, we are proud to offer boutique financial services specifically designed for women by women. We recognize the importance of creating a financial plan that considers your specific needs. With our boutique approach, you can expect personalized attention and customized strategies that take into account your individual circumstances. We aim to empower women to take control of their financial well-being, providing insightful guidance every step of the way.

Whether you're growing a business, climbing the corporate ladder, navigating the complexities of a divorce or coping with the loss of a spouse, we provide personalized support to help you secure your financial future with confidence.

Let us help you build, protect, and grow your wealth with confidence. Schedule a consultation with us today and experience the difference that boutique financial services for women can make in your life.

Clarity. Caring. Connection

NAPFA Start Date

January 18, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1790 Hwy A1A, Suite 209 Satellite Beach, FL 32937 Phone: (321) 999-7250
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