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A Little About Me 

Penny Di Giovanna, CFP®, CDFA®, AAMS®

Over the past few years I have set out on a journey to learn all that I could about helping individuals, especially women, build wealth.  Along the way, I realized that once the hard work to build your finances was achieved, wealth preservation became the focus.  I was also faced with the reality that many of our clients and even personal friends were getting divorced.  Divorce can have a devastating effect on your finances especially if it is not handled carefully.  That's why I started, Beyond Divorce Solutions!  Combining my years of business experience, financial planning and specialized divorce training, I aim to provide clear financial information in the midst of a highly emotional time.  Our goal is to "Provide Financial Clarity During and Beyond Your Divorce."

         Yours truly,

                                 Penny

Credentials and qualifications:
 

  • Certified Financial Planner Board of Standards, CERTIFIED FINANCIAL PLANNER™

  • University of Florida, Personal and Family Financial Planning

  • The College for Financial Planning- Accredited Asset Management Specialist™

  • Florida International University, Bachelor of Arts in Communication Arts, Summa Cum Laude

  • Institute for Divorce Financial Analysts, Certified Divorce Financial Analyst™

  • Introductory Interdisciplinary Collaborative Practice Training 

  • Member of Brevard Collaborative Association

  • Duke University, Behavioral Finance course

  • FINRA Series 7, General Securities 

  • FINRA Series 63 

  • FINRA Series 65, Uniform Investment Advisor Representative

  • Florida Insurance Licenses 214 - Life and Annuity & 240-Health 

  • Florida Real Estate Broker license (inactive)

  • Leadership Brevard Graduate, Class of 2023

  • Junior League of Sarasota (previous active member)  

Let's Make a Plan Together!

Penny Di Giovanna, CFP®, CDFA®
Certified Financial Planner ™ designation
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