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Giuliana Barbagelata

Giuliana Barbagelata

Associate at GW Henssler & Associates LTD

Kennesaw, GA , United States

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

OrganizationRoleDate RangeDetails
Henssler FinancialAssociateMay 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)

NameRoleLocation
Bil Lako
Bil Lako
PrincipalKennesaw, GA , United States
Michael Coelho
Michael Coelho
AssociateKennesaw, GA , United States
P
Peter Lynch
AssociateKennesaw, GA , United States
Brandon Goff
Brandon Goff
Jr. Research AnalystAtlanta, GA , United States
Clay Norman
Clay Norman
AssociateSmyrna, GA , United States
Melanie Wells
Melanie Wells
Senior AssociateAtlanta, GA , United States
N
Nicholas Wilson
Equity Research AnalystPhoenix, AZ , United States

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