Sana Haque (CFP®, MBA)

Sana Haque focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

I am a fee-only Financial Planner and started working at Gianola Financial Planning, LLC in October 2012. Prior to this, I have worked as a Financial Analyst at Merrill Lynch Investment Managers Inc., as an Internal Auditor at Nationwide Financial Services Inc. and as a Research Analyst at Cambridge Connection Inc. 

I have a Bachelor’s degree in Management Information Systems from The Ohio State University and an MBA in Finance from the University of Toronto. I have earned the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planner Board of Standards and am an Investment Advisor Representative registered with the State of Ohio. 

I’m thrilled to make this transition from corporate finance to personal financial planning. I absolutely love the personal interaction and the ability to help my clients make sense of the numbers. I realized early on in my career that I needed to see the end result of my work and not just plug away in the back office. I also wanted to make a real difference in people’s lives rather than just chase abstract corporate goals. Financial Planning allows me to meet people from all walks of life and to help them feel more secure in their financial future. It gives me a sense pride in my work and I’m excited to continue to learn and grow in this field. 

NAPFA Start Date

August 02, 2017

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This Office

2094 Tremont Ctr Ste 4 Columbus, OH 43221-3159 Phone: (614) 340-0770 Fax: (614) 340-0775