• Download Bio

Notable

  • CERTIFIED FINANCIAL PLANNER™ Certificant

  • 6 Years of Financial Services Experience

Contact

  • (678) 797-3719

  • Email Giuliana

Giuliana Barbagelata, CFP®
Associate

Giuliana Barbagelata, CFP®, is an Associate at Henssler Financial. Her responsibilities include managing client accounts on a day-to-day basis, and working with clients to develop, implement, and monitor their financial plan.

Ms. Barbagelata joined the firm in January 2018 as a Client Service Associate, supporting the firm’s Financial Planners and Associates. In 2019, she was promoted to Financial Planner where she reviewed client asset allocation, and client cash flow projections, processed client information and performed client services support duties. Ms. Barbagelata was promoted to Senior Financial Planner in 2021, and assumed the role of Associate in April 2023 working closely with Managing Associate Melanie E. Wells, CFP®.

Prior to joining the firm, Ms. Barbagelata interned at Bryant, Carroll & Associates of Ameriprise Financial, where she assisted the financial advisers in running reports and maintaining client information. She also has four years of experience in administrative duties and customer service.

Ms. Barbagelata earned her Bachelor of Business Administration in Finance and completed a Certificate in Financial Planning from Kennesaw State University. She is a CERTIFIED FINANCIAL PLANNER™ Certificant. She is also fluent in Spanish.

Giuliana Barbagelata, CFP®
Associate

  • Download Bio

Giuliana Barbagelata, CFP®, is an Associate at Henssler Financial. Her responsibilities include managing client accounts on a day-to-day basis, and working with clients to develop, implement, and monitor their financial plan.

Ms. Barbagelata joined the firm in January 2018 as a Client Service Associate, supporting the firm’s Financial Planners and Associates. In 2019, she was promoted to Financial Planner where she reviewed client asset allocation, and client cash flow projections, processed client information and performed client services support duties. Ms. Barbagelata was promoted to Senior Financial Planner in 2021, and assumed the role of Associate in April 2023 working closely with Managing Associate Melanie E. Wells, CFP®.

Prior to joining the firm, Ms. Barbagelata interned at Bryant, Carroll & Associates of Ameriprise Financial, where she assisted the financial advisers in running reports and maintaining client information. She also has four years of experience in administrative duties and customer service.

Ms. Barbagelata earned her Bachelor of Business Administration in Finance and completed a Certificate in Financial Planning from Kennesaw State University. She is a CERTIFIED FINANCIAL PLANNER™ Certificant. She is also fluent in Spanish.

Notable

  • CERTIFIED FINANCIAL PLANNER™ Certificant

  • 6 Years of Financial Services Experience

Contact

  • (678) 797-3719

  • Email Giuliana

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