Giovanna Swisher, CFP®, CDFA®
Giovanna started her career in wealth management in 2003 with A. G. Edwards after spending 15 years as a research analyst. In July of 2014, Giovanna joined Baird. Giovanna holds a Bachelor of Science degree in Finance from Oklahoma State University and a Masters of Business Administration from University of Houston – Clear Lake. Giovanna earned her CERTIFIED FINANCIAL PLANNER™ certification in 2006 and her Certified Divorce Financial Analyst® certification in 2016. Giovanna also prepared federal, state, and local tax returns while pursuing her masters degree. Giovanna’s specific expertise and knowledge has helped many pre-retirees and retirees prepare for and navigate retirement as well as other major life transitions.
Giovanna and her husband, Curtis, have lived in the Brazosport area since 1983. They have two grown children and are active in their church and several community organizations. Giovanna also enjoys traveling, photography, and gardening. She also takes time to mentor young adults and teach financial literacy.
As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® professional, one of my passions is to assist people with their wealth building and preservation strategies. I understand the importance of a family’s financial health. I believe in order to enjoy life’s most meaningful moments you must have peace of mind and comfort in knowing that your financial affairs are in the hands of objective, trusted and experienced professionals.