Financial Advisors
Naples, FL
Mission Statement
Gap Financial Counseling develops customized solutions for individuals and businesses to enhance their long-term financial sustainability.
Gap Financial Counseling provides an opportunity for you to receive expert financial guidance from a professional who is motivated by solving financial challenges and collaborating with you and your teams to achieve your goals.
UNBIASED
Guidance
Gap is compensated by you alone. Gap does not receive nor pay referral fees. It has no incentive to sell products or collect assets to manage. Money management is provided by other investment professionals.
Asset/Liability
Management
Managing your assets to meet your long-term liabilities is key to financial sustainability. Strategic planning improves your success rate.
Consider Your
Alternatives
Identify possible solutions and choose the ones that suit you based on both quantitative and qualitative measures.
Collaborate With
Your Team
Many aspects of your plan may need additional expertise. Gap provides cross-functional leadership and streamlines team processes.
GAP Financial Counseling will be your best source of objective and unbiased financial guidance as it does not sell products or receive compensation from anyone other than you. There are no hidden fees or conflicts of interest.
Gap Financial Counseling will help you or your business design and evaluate your alternative paths to reach financial sustainability and peace of mind. Through leadership and collaboration, Gap brings together the expertise needed to structure and implement your strategy for action.
Georgeann Portokalis holds the Chartered Financial Analyst designation. She practices finance and provides leadership in the fields of business, investing and estate planning. She served on the Editorial Board of the CFA Digest, now known as the CFA Institute Journal Review. She also served on the CFA Institute’s U.S. Advocacy Committee. Georgeann holds a bachelor’s degree in finance from the Pennsylvania State University and an MBA from Duquesne University. Her experience includes Corporate Finance and Accounting, Banking, Strategic and Competitive Analysis, Private Equity and Private Wealth Management.