portrait of Gina A Betti
FINANCIAL ADVISOR
Referrals Only
Serving clients with $250,000
CallSend Me a Message

About Gina

I focus my practice on serving the needs of individual investors, as well as owners of small and medium-sized businesses and their employees. It is extremely satisfying to know that my team and I make positive impacts on clients' lives and help them reach the goals that are most important to them.

With more than 15 years of experience with Edward Jones, I believe in a holistic approach that begins by understanding and clarifying your expectations and goals before investing money. Providing comprehensive wealth strategies involves more than just investment guidance. I welcome collaboration with your CPA, attorney and other professionals...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Charitable Giving
  • Special Needs Financial Considerations

Work History

  • Edward JonesAugust 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • University of AkronBachelor of Arts

Personal Interests

  • Animal Rescue
  • Volunteering
  • Gardening
  • Reading
  • Art & Theater

Team Members

  • Brett Weeter
    Sr. Branch Office Administrator
  • Alycia Krosnick
    Branch Office Administrator

Upcoming Events

  • APR4

    April 4 10:00AM 03:00PM

    Food Drive

    Food Drive

    Learn More
  • APR26

    April 26 09:00AM 12:00PM

    Charity Run

    Charity Run

    Learn More

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu By Appointment Only
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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