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About
Giuliana Barbagelata, CFP®, serves as an Associate at Henssler Financial in Kennesaw, GA. In her current role, she is responsible for managing client accounts on a day-to-day basis and collaborating with clients and financial planners to ensure comprehensive financial planning. Her expertise includes assisting with portfolio management, implementing investment strategies, and delivering tailored financial solutions.
She focuses on personal financial planning, asset allocation, and retirement planning, supporting both individual and family clients. Giuliana regularly works across a range of asset classes, including equities, fixed income, and cash management instruments, while also advising on client-specific issues such as managing a minor’s money and minimizing the impact of required minimum distributions.
Giuliana began her career at Henssler Financial in 2018 as a Client Service Associate before her promotion to Associate in 2019. She holds a Bachelor of Business Administration in Finance from Kennesaw State University’s Michael J. Coles College of Business, demonstrating a strong foundation in finance and investment principles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Henssler Financial | Associate | May 2023 to Present | — |
Education
Kennesaw State University - Michael J. Coles College of Business
Bachelor of Business Administration, Finance
2014 — 2017
Glynn Academy
High School Diploma
2010 — 2014
Others at GW Henssler & Associates LTD (7)
| Name | Role | Location |
|---|---|---|
| Principal | Kennesaw, GA , United States | |
| Associate | Kennesaw, GA , United States | |
P Peter Lynch | Associate | Kennesaw, GA , United States |
| Jr. Research Analyst | Atlanta, GA , United States | |
| Associate | Smyrna, GA , United States | |
| Senior Associate | Atlanta, GA , United States | |
N Nicholas Wilson | Equity Research Analyst | Phoenix, AZ , United States |
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