Jenna L. Biancavilla
Certified College Funding Specialist®
RIA/Investment Advisor
(602) 718-1177
ABOUT Jenna L. Biancavilla
Jenna L. Biancavilla, CCFS, ELA is an award-winning independent, comprehensive financial planner and the owner of Pearl Capital Management, a wealth management firm the solves complex financial problems. As a fee-only fiduciary, Jenna has been recognized for her holistic approach by several publications such as winning The Phoenix Business Journals' prestigious 40 under 40 award, recognized as one of the Valley's top 25 Outstanding Women in Business, and Featured in Forbes Magazine as The 2019 Top Women in Wealth. Her extensive experience with thousands of different financial situations makes her an expert in complex personal wealth management strategies. Jenna has been recognized Every year since 2014 by Phoenix Magazine as one of the top 50 five-star wealth advisors in Arizona. In addition to being the founder and CEO of Pearl Capital Management, she also is the branch manager of Geneva Financial's Arcadia Branch, a lending company with an emphasis on the human experience. While collaborating with a non-profit organization focused on scholarships and college planning, Ms. Biancavilla spent thousands of hours offering pro-bono advice to families across the country. Their work was recognized and awarded the Pro-Bono Award through Financial Planning Magazine.
Biancavilla frequently is requested as the guest speaker to lecture on personal finance, financial aid, scholarships, and economics.
Biancavilla graduated with a Bachelor’s Degree in Economics from The University of Arizona with a minor in Business Administration. She holds many leadership-training certificates through organizations such as Scottsdale Leadership and Leadership Development Institute, she also teaches our community leaders as a trainer in The Junior League’s Member Training.
Jenna finds meaning and purpose by serving others. In business, this takes the form of helping clients navigate the investment world and reach their wealth goals. In her personal life, she devotes her time to many local community service organizations. Jenna has held volunteer board positions and leadership roles in the following organizations: The Junior League of Phoenix, The Financial Planning Association of Greater Phoenix, The Phoenix Children’s Hospital Foundation’s advocacy group: 40/40, The Leukemia and Lymphoma Society, The Arizona Humane Society, and Social Venture Partners.
Designations
Qualifications
Licensed - Yes
License No -
License Type - Securities & Lending
Pearl Capital Management
4417 North 40th Street, Suite 300
Phoenix, AZ 85018
P: (602) 718-1177
F: (602) 718-1177
www.pearlcapitalmanagement.com
Services Offered
College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Mortgages
Business Consulting
Financial Aid
FAFSA Review
Scholarship Search
Career Guidance
Meetings Offered
My Office
Over Phone
Webmeetings
Availability
Mornings
Afternoons
Evenings
CCFS® (Certified College Funding Specialists)
EARNED BY
Jenna L. Biancavilla
ISSUED ON
2017-01-01
CCFS® MEMBER ID
C-727-1383260472
DESCRIPTION
The CCFS® certification mark identifies college financial professionals who have met the high standards of competency and ethics established and enforced by the Association of Certified College Funding Specialists.
Unique Badge ID - w4FbXNkHSCe0MiaHSHl7pw
Disclosures
There are no warranties implied.
Pearl Capital Management (“Pearl Capital”) is a registered investment adviser located in Phoenix, AZ. Pearl Capital may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Pearl Capital’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Pearl Capital’s web site on the Internet should not be construed by any consumer and/or prospective client as Pearl Capital’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pearl Capital with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pearl Capital, please contact the state securities regulators for those states in which Pearl Capital maintains a registration filing. A copy of Pearl Capital’s current written disclosure statement discussing Pearl Capital’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Pearl Capital upon written request. Pearl Capital does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pearl Capital’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through individually licensed and appointed insurance agents.
Mortgage and commercial lending products and services are offered through Geneva Financial, and sold through individually licensed mortgage loan originators.