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Jenna Biancavilla | Financial Advisor

Profile img for Jenna Biancavilla, financial advisor at Pearl Capital Management
Phoenix, AZ
Jenna Biancavilla
Financial Advisor
Owner & Wealth Advisor at
Pearl Capital Management

Verified Identity

Important Disclosures

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 interest. Fee-only fiduciaries are legally bound to stay focused completely on your best interests to secure your financial future.
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Specialties and Expertise

9
Tax Minimization Investment Strategies
College Planning
Business Ownership Strategies
Retirement Income
High Net Worth Planning
Endowments & Charities
Ultra High Net Worth Planning
Portfolio Construction
Philanthropic Planning and Giving

Clientele

13
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

Credentials and Designations

1
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Series 66 - Uniform Combined State Law Exam

Education

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University of Arizona, doctoral university in TucsonBachelor's Degree in Economics & Minor in Business AdministrationYear Obtained: 2009
Quick Facts About Jenna
Years of Experience:16 yearsMember since:2023Average Account Size:$3,600,000Number of clients:50

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Financial Planning

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Retirement Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Phoenix, AZ
Jenna Biancavilla
Financial Advisor
Owner & Wealth Advisor at
Pearl Capital Management
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