Luciann Givonetti

Ms. Givonetti is a native of Utica, New York and graduated from State University of New York at Geneseo in 1988 with a Bachelor of Arts degree in Communications. She has over 17 years experience in the financial services industry and has held various positions in New York, Connecticut and Pennsylvania.

 

Prior to joining Creative Financial Group as a Senior Associate she was a Relationship Manager for SEI Investments in Oaks, PA. She has also held positions at CIGNA Retirement and Investment Services in Hartford, CT and Dreyfus-Mellon in New York, NY.

 

Ms. Givonetti is a member of the National Association of Women Business Owners and sits on the Board of the Philadelphia Chapter of Women in Insurance and Financial Services. Among other activities she likes to dedicate time to improving her golf game, riding in the annual American Cancer Society Bike-a-thon and visiting the many delicious new and up-and-coming restaurants in the Philadelphia area.

 

Ms. Givonetti is dedicated to providing her clients with assistance in building their financial freedom. By utilizing the many specialized resources of the Creative Financial Group, she will become a lifelong resource for each of her clients by assisting them in the following areas:
 

• Personal Financial Strategies

• Retirement Planning Options

• Executive Compensation Plans

• Wealth Distribution/Tax Efficient Strategies

• Wealth Accumulation Strategies

• College Funding Plans

• Long Term Care, Disability and Life Insurance

• Business Continuation and Estate Conservation Strategies