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 you with an opportunity to receive expert financial guidance from a professional who is motivated to solve financial challenges and collaborate with you and your teams to achieve your goals.
OBJECTIVE
Guidance
Gap is compensated by you alone. Gap does not receive nor pay referral fees. It does not sell products or manage money.
Asset/Liability
Management
Understanding your long-term aspirations and managing your assets to meet those objectives 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.
GAPFinancial Counseling is designed to offer comprehensive and objective financial guidance. It does not sell products, manage money, or receive compensation from anyone other than you. Fees are easy to understand.
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.
Questions?
Call Georgeann at 239.986.6930.
The Chartered Financial Analyst (CFA®) designation signifies experience in investment management but does not guarantee investment performance or eliminate financial risk. It reflects a commitment to ethical and professional standards, not an endorsement of any specific strategy or outcome. Investors should conduct independent due diligence before making decisions.
For more information, visit the CFA Institute website or review the Gap Financial Counseling Brochure and Brochure Supplement.