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


This Office

274 E. Eau Gallie Blvd., #347 Indian Harbour Beach, FL 32937 Phone: (321) 999-7250