Jenna Biancavilla
Phoenix, AZ
Verified Identity
Owner & Wealth Advisor at
Pearl Capital Management
Years of Experience
16 years
Number of Clients
50
Average Client Size
$3,600,000
Member Since
2023
Allow Me to Introduce Myself
We believe in and value transparency, establishing trust with each and every client we work with. Our focus is to understand your financial goals and develop a comprehensive plan to achieve them. We strive to deliver unbiased advice that aligns mutually with your goals and removes conflicts of inter...
Clientele
Inheritors
Retirees
Businesswomen
Business Owners
Attorneys & Paralegals
Partners at Law Firms
Doctors
Surviving Spouses
High Net Worth Individuals
Divorcees
Women in Tech
Single Mothers
Nurses
Services Provided
Investment Management
Tax Planning
Financial Planning
Retirement Planning
Specialties and Expertise
Tax Minimization Inv...
College Planning
Business Ownership Strategies
Retirement Income
High Net Worth Planning
Endowments & Charities
Ultra High Net Worth Planning
Portfolio Construction
Philanthropic Planning and Giving
Credentials and Designations
Series 66 - Uniform Combined State Law Exam
Click to learn more
Pricing Models
AUM
Education
University of Arizona, doctoral university in Tucson
Bachelor's Degree in Economics & Minor in Business Administration
Obtained in 2009
Advisor Links
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