Gina Seroda Giannou
Gina Seroda Giannou began working in financial portfolio management at Morgan Stanley Retail Brokerage while pursuing her Bachelor of Business Administration in Finance in 2004. Upon the completion of her BBA from CUNY Baruch's Zicklin School in 2006, Gina began working In American Depositary Receipts, gaining extensive knowledge of industry best practices for both domestic and international financial assets.
In 2015, Gina came on board at Life Planning Agency Inc. and under the tutelage it's late CEO, Ronald Seroda CPA from 2015 to 2022, Gina pivoted from the world of operations on the institutional level to meet the small
business and individual needs of a smaller Investment Advisory’s clientele, and it has been a wonderfully rewarding experience growing wealth at Life Planning Agency, Inc.