Gina
Wight
Financial Life Planners
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About this Advisor
Gina Wight is a financial advisor based in Phoenix, Arizona, working with Financial Life Planners. Gina has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Morgan Stanley, Morgan Stanley Private Bank, National Association, Financial Life Planners LLC, and Morgan Stanley Private Bank, N.A. Gina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, and Texas. Currently, Gina is part of Financial Life Planners, which operates out of Phoenix, Arizona. The firm has one office and five employees. The firm manages assets totaling $133.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Financial Life Planners includes asset-based and hourly fees.
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Financial Life Planners Brokerage Details
$133,000,000
5
664
$200,301
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Gina Wight Work History
Financial Life Planners LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Private Bank, N.A
Morgan Stanley
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Disclosures
Please visit the SEC profile of Gina Wight to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Life Planners
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
