CRD: 328691
Financial Planning BY Design
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-10-2024
- Office Locations
- 1
Office Locations
About Financial Planning BY Design
Financial Planning By Design is a virtual-first boutique led by founder Penny Di Giovanna (CFP(R), CDFA(R)) serving high-income Gen X/Millennial families, especially real estate operators, physicians, and business owners with multi-entity complexity. The firm delivers wealth strategy and advanced planning, investment strategy, and a Virtual Family Office that coordinates tax, legal, business, and real estate. Offers a secure Virtual Family Estate Organizer; founder quoted by Bloomberg Wealth and Kiplinger.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PENNY LEE DI GIOVANNA
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6386723
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $519,024 | -- |
| Non-Discretionary | $0 | -- |
| Total | $519,024 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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