Miriam Giardina, Financial Professional at Equitable Advisors


Categories
Financial & Investment Services
Hours:
Flexible meeting times: Tuesday, Wednesday, Thursday every week. Occasional weekend meetings.
Driving Directions:
Downtown Cleveland: at the corner of 9th & Lakeside Ave || Downtown Sandusky: at the corner of East Adams & Huron
About Us
Math teacher turned Financial Professional -- I help people who are anxious about finances navigate the planning process so that it is less daunting. I’m a financial advisor specializing in financial planning for LGBTQ people and families. There is a lack of financial planning among LGBTQ people which inspired me to learn how to use my problem-solving skills to help my community build financial security. Everybody else out there says they help LGBTQ people while offering generic solutions while I support LGBTQ people navigate the balance between saving for retirement and family planning expenses, overcome life insurance hurdles, and feel confident because I build investment portfolios that reflect LGBTQ values.
• K-12 & University Level 403b and 457 retirement plans
• PSLF & student loan strategies
• IRA/Roth IRA
• Brokerage or Fee-based Investments
• Life Insurance
• Disability Income Insurance
• Retirement Income Planning
In January 2022, my business partners and I proudly sponsored the Cleveland Cavaliers Pride Night.
If you are interested in learning more but are not ready to meet individually, consider registering for our LGBTQ+ Financial Empowerment course that we will host this spring at the LGBT Center in Gordon Square! Click the link below.
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Rep/Contact Info

Miriam Giardina
Associate Financial Planner
- Phone: (216) 712-6749
- Cell Phone: (419) 357-7551
- Send an Email
- 16300 Delaware Ave Lakewood Ohio 44107