Gina Gurganus, CFP®

Gina Gurganus, CFP®

Gina Gurganus is a Managing Director in the Private Client Group at Clearstead, where she supports several family and individual private client relationships, leveraging her technical expertise to integrate financial and estate planning, tax planning, and family education with investments for her clients. She has been working in the asset management and client service industry since 2017, joined Clearstead in 2022, and is a Clearstead shareholder.

Gina brings expertise in financial planning, estate strategy, tax coordination, and client education. Before joining Clearstead, she worked as an Assistant Vice President, Business Development Officer at PNC Institutional Asset Management in Philadelphia. Throughout Gina’s career, she has led integrated planning efforts for high-net-worth families and individuals.

Gina obtained her B.S. in Finance from Duquesne University and holds the Certified Financial Planner (CFP®) designation since 2021.