Invested Better
Unclaimed

Unclaimed

Unclaimed

Gabrielle Helen Gioia

Rodgers & Associates

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gabrielle? Claim Your Profile

About Gabrielle Helen Gioia

Gabrielle Gioia is a Certified Financial Planner™ who is registered with the state of Pennsylvania. Gabrielle works at Rodgers & Associates. Gabrielle has been in the financial services industry since 2019. Prior to joining Rodgers & Associates, Gabrielle held positions at other companies, including Rita's Water Ice Store #20, Cherry Hill Photo Enterprises and Rodgers & Associates. Gabrielle offers financial planning and portfolio management services for individuals.

Firm Information

Gabrielle Gioia is currently registered with Rodgers & Associates. Rodgers & Associates is an investment advisor headquartered in Lancaster, PA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They manage approximately $1.34 billion in assets for over 3,300 clients.
Rodgers & Associates

2025 LITITZ PIKE

LANCASTER, PA 17601

$1.34B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gabrielle Gioia’s Registration & Firm History

PA

06/17/2021 - Present

Rodgers & Associates (Lancaster PA)

Not sure if Gabrielle Helen Gioia is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gabrielle Helen Gioia.
Not sure if Gabrielle Helen Gioia is right for you?