Miriam Giardina, Financial Professional at Equitable Advisors
Financial & Investment Services
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.