Jenna Biancavilla is an award-winning entrepreneur, wealth advisor, and captivating public speaker whose life mission is to positively impact others. As the Founder and CEO of Pearl Capital Management, a holistic, fee-only fiduciary financial planning firm, she advises on over $180 Million of assets under management.

At the core of her work, Jenna is relentless in supporting, educating, and uncompromisingly helping every client align their use of capital with their personal goals and philanthropic values. Jenna also leads the Arcadia Team of Geneva Financial, a home loan company, showcasing her versatility and expertise in different facets of the financial industry. In her newest venture, Svvy, co-founded by her and her sister, Jenna aims to revolutionize the financial services industry by creating a platform that weeds out predatory salespeople and protects women and their wealth.

Jenna Biancavilla’s story is a testament to the impact one individual can make in the financial world and beyond. Her dedication to her clients, her advocacy for women’s financial empowerment, and her philanthropic endeavors exemplify her as a true force for positive change. Through her expertise, passion, and commitment, Jenna continues to leave a lasting mark, uplifting lives and creating a more equitable and prosperous future for all.

Key themes included:

1. Exit Planning: Early Preparation Importance

2. Professional Advice: 6-12 Months Prior

3. Financial Diversification: Securing Personal Finances

4. Identity Separation: Business vs. Personal

5. Imposter Syndrome: Growth and Overcoming

6. Advanced Financial Literacy Course

7. Tax Planning: Proactive Strategies

—

Website: www.pearlcapitalmanagement.com or www.besvvy.com

On LinkedIn: www.linkedin.com/in/jennabiancavilla/

On Instagram: www.instagram.com/jennabiancavilla/

—

Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!