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Gina Chironis

Advisor at APELLA Wealth

Updated today
APELLA Wealth logo

Firm

APELLA Wealth

Location

West Hartford, CT 06107

Credentials

PFS™, Series 65

Industry experience

16 years

About

Gina Chironis is a financial advisor at APELLA Wealth with 16 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining APELLA Wealth in 2023, she worked at Clarity Wealth Management, Inc. for 13 years. APELLA Wealth provides advisory services to a diverse client base including individual investors, multi-generational families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment process combining internal quantitative methods with external managers and specialty modules, and offers both automated and tax-aware portfolio solutions.

Client services

Based on APELLA Wealth

Financial planning Portfolio management

Expertise

Based on APELLA Wealth

Tax-loss harvesting Factor investing / smart beta ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on APELLA Wealth

Founder/Business Owner Retired

Fee options

Fixed

Financial planning fixed fees negotiated case-by-case, typically one-time unless ongoing services requested

Percentage

$0 - $500,000: $500,000+: up to 1.50% annually

Project-based

Financial planning services hourly fees range from $1,000 to $25,000 depending on complexity; ongoing annual fixed fee also available

Other

Account minimum: $500,000

Location

65 Memorial Drive, Suite C340

West Hartford, CT 06107

Most active in

California · Connecticut · Texas

Work history

APELLA Wealth

2023 - Present (3 years)

Clarity Wealth Management, Inc.

2010 - 2023 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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