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.
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.
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.