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Giorgina is a future-oriented advisor who engages with a select group of contemporary professionals, who among other things, aspire to achieve financial independence. She’s developed and refined a process that assembles every piece of the client’s financial life as it unfolds and as their needs evolve.
As the first-born daughter in a Filipino-American family, Giorgina credits her parents for demonstrating the importance of saving early on in her life. Giorgina followed her interests in finance and economics when she started college at California State University, Long Beach (CSULB). In her junior year, she started as an intern at Wells Fargo Advisors in Seal Beach. She was then hired on full-time and became a Registered Client Associate shortly after graduating. Her responsibilities included executing investment trades, fulfilling requests, and preparing reports for clients.
Giorgina earned her CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. (CFP Board) in 2014 to demonstrate her expertise and commitment to high standards. In 2015, Giorgina decided to advance her career by joining Douglas Bermudez and Erin Hall as a Financial Advisor. In this role, she worked closely with clients to develop their financial plan, implement their appropriate investment strategies, and navigate through their life events to help them achieve their financial goals.
In June 2019, Giorgina joined Strategic Retirement Partners (SRP) as a Wealth Management Advisor and helped establish their Los Angeles office. She will continue to work with clients to realize their financial goals and takes great pride when clients feel confident and comfortable with their personalized financial journey.
Giorgina recently married her long-term boyfriend, Peter, on leap day. They live in the South Bay with their newly adopted cat, Juliet, who loves playing fetch. Outside of work, Giorgina enjoys “foodie” experiences, building up her endurance with long-distance running, hiking along trails, competing in trivia nights, and singing karaoke with friends. Giorgina also strives to live a low-waste lifestyle because she is conscious of her environmental impact.
By engaging with Giorgina and our process, her focus is to understand what matters most to you when it comes to your individual and family goals, occupational pursuits, and recreational interests. Additionally, we never lose sight of what we can control with planning. As your life unfolds and your needs evolve, we put all the pieces together to develop your complete financial story.
So far, my greatest achievement in life is completing a full marathon (26.2 miles) in five hours through the city of Long Beach.
I enjoy all types of nigiri, sashimi and anything green tea or matcha so if I could only eat at one restaurant forever, I would go to Ohshima Japanese Restaurant in Orange.
I am best described by these three adjectives that start with the letter “e”: empathetic, energetic, and earnest.
I have a few, so I couldn't just choose one.
1. “You are never too old to set another goal or to dream a new dream.” – C.S. Lewis
2. “...stay true to yourself and never let what somebody else says distract you from your goals.” – Michelle Obama