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Home2018-07-19T19:51:46+00:00

Financial Advisors

Naples, FL

Mission Statement

Gap Financial Counseling develops customized solutions for individuals and businesses to enhance their long-term financial sustainability.

It provides an opportunity for clients to receive expert financial guidance from a professional who is motivated by solving financial challenges and collaborating with you and your team to achieve your goals.

Conflict Free
Guidance

Gap is compensated by you alone. Gap has no incentive to sell products or collect assets to manage. Money management is generally provided by other professionals.

Asset/Liability
Management

Before deciding how to allocate your assets, understand your current and future liabilities and goals.

Consider Your
Alternatives

Identify the possible solutions. Select the ones that suit you based on both qualitative and quantitative factors.

Collaborate With
Your Team

Many aspects of your plan may need additional expertise. Gap understands the languages of many relevant professionals and assists in the communications.

GAP Financial Counseling is your best source of conflict-free 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 towards financial sustainability and ease of mind. It will bring together directly or through collaboration the expert advice you receive from your professionals to structure your plan of action.

LEARN MORE

CFA - Chartered Financial Analyst

Georgeann Portokalis holds the Chartered Financial Analyst designation and is an active member of the CFA Institute, currently serving on the Editorial Board of the CFA Digest. She holds a bachelor’s degree in Finance from The Pennsylvania State University and an MBA from Duquesne University. Her background includes Corporate Finance and Accounting, Banking, Private Equity, and Private Wealth Management.

MEET GEORGEANN

Questions?

Call Georgeann at 239.254.7880 or fill out the form below: