Giovanni Loria, Dipl. B.A. RIS
Investment Funds Advisor – Investia Financial Services Inc.
Insurance Advisor
I entered into the financial services industry in 1999 and moved into management in 2001 until the beginning of 2015, when I decided to move into a more advisory role for clients. My extensive experience has given me a well-rounded view of the industry and the knowledge to assist clients in achieving their goals.
With my strategic approach to client portfolios and attention to risk and diversification, I bring forward new ideas for clients that help in their long-term success. I relish the concept of implementing strategies for clients that create wealth and a legacy not only for my clients but for their families as well. Utilizing these methods helps clients achieve their goals while building and protecting their wealth.
