Giovanna Butera

Client Planning Coordinator

At Tomoro, Giovanna Butera excels in building strong client relationships and driving revenue growth through strategic partnerships. With nearly a decade of experience in the financial sector, she specializes in delivering exceptional customer service and tailoring solutions to meet client needs.

Giovanna’s leadership in relationship management and team coordination has been crucial in expanding Tomoro’s market presence. Her proficiency in financial regulations, supported by Series 6 and 63 certifications, ensures compliance while enhancing client satisfaction and business growth.

Insights

View all

Unlocking the Secret to Effortless Savings: Insights from David Mozeika

According to Forbes, about 28 percent of Americans have less than $1,000 in savings across emergency funds, non-workplace retirement accounts, or i...

Learn More

Cash Flow Strategies for SMBs: Optimize, Access Credit, and Overcome Challenges

According to a 2023 Goldman Sachs survey, over 75% of small businesses in the United States hold concerns about accessing capital to finance their ...

Learn More

Family First: Protecting Your Loved Ones with Insurance Planning

After the years you’ve spent establishing your career, building your business, or accumulating wealth for future generations, it’s only fair that y...

Learn More

Real Estate Investing vs College Saving: Where Should You Put Your Money

Whether you’re a new business owner starting a promising venture or a seasoned entrepreneur, finding ways to make your company more resilient will ...

Learn More

Building Business Resilience with Risk Management & Insurance

Whether you’re a new business owner starting a promising venture or a seasoned entrepreneur, finding ways to make your company more resilient will ...

Learn More

A Physician’s Guide to Managing Student Loan Debt

There’s no doubt about it—going to medical school to become a physician is expensive. According to the Association of American Medical Colleges (AA...

Learn More

The Ultimate Guide to Estate Planning

When you’ve spent decades building a solid financial foundation to pass on to your next of kin, the last thing you’d want is friction when it comes...

Learn More

Is My Business on Track for a Successful Exit?

When starting businesses, many entrepreneurs plan to grow and scale them with the long-term goal of eventually selling the company. But the path to...

Learn More