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Miriam Giardina, RICP®

Miriam Giardina, RICP®

Financial & Investment ServicesInsurance

About Us

My mission is to serve each client family with a differentiated financial strategy through collaboration, learning, and values-based analysis.

I provide my clients with comprehensive guidance for wherever they are in life, and they journey on with a strategy they feel confident in.

As an independent practitioner backed by a large company committed to following best-interest and fiduciary standards, I am able to serve my client families with care, time, and thoughtful planning. I take a perspective that considers your state or private pension, government benefits, and the ever-changing changing tax and legal landscape. I provide a holistic view of what impacts your financial picture, not just the financial products available. I have access to countless insurance and investment companies, such that I can always put you and your family first. Always a teacher at heart, I learn more each day and you can be sure I will seek answers from my team, mentors, and resources when a question stumps me. No body goes about this life alone; who will guide you when it comes to your money?

- Retirement Planning
- Retirement Distribution
- Investment & Wealth Management
- Life Insurance, Disability Income Insurance, Long Term Care Insurance Solutions
- Education Funding
- Employee Benefits
- Workplace Retirement Plans: 403(b), 457(b)*

* Equitable is #1 Provider of 403(b) plans nationally to K-12 Schools. If you are employed by a public school, chances are we sponsor your plan and I can help you enroll and manage your invesments.

* We provide the 457 plans for the Cleveland Metroparks


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This is me, Miriam!
Cleveland Cavaliers Pride Night 2022
my business partner, Angela Anderson, and me
Equitable scored 100/100 on HRC's CEI 2022
Equitable is Proud!
Cavs Pride night Jumbotron moment!
This is my Sandusky office at the Erie Shores CoWork.
Our partnership provided 1,000 tickets to the community
Equitable empowers me, to empower you.
Equitable is 160 year old company providing hundreds of ways to support you.
this is a sign one of my students made my 5th and final year teaching
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Rep/Contact Info

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View Personal Bio
Miriam Giardina
Associate Financial Planner