Our Team

Gina Morais

CFP®

Financial Advisor

As a breast cancer survivor and a provider for her family, Gina prefers to leave nothing to chance. After going through cancer treatment and dealing with the uncertainty that comes with a life-threatening disease, Gina’s belief in the importance of financial planning through informed decisions was reinforced. Her family is the most important thing in her life, and the same is true for her clients. Gina’s aim is to ensure families will always be taken care of – today, tomorrow, and always!

 

Through thoughtful planning, she helps clients with two of the three pillars of life – health, wealth, and family. As life changes unexpectedly, the planning process creates a path for clients to reach their financial goals through investment management, risk management, retirement planning and legacy planning. The financial planning process – the cornerstone in assisting her clients with their financial decisions – is one Gina firmly believes in and professionally adheres to.

 

Gina’s detail-oriented personality and consistent desire to help people allows her to create specialized plans that build a foundation for her clients to accomplish the important moments in life. Hearing stories of clients sending kids to college, enjoying travel, retiring early, and spoiling grandchildren are some of her favorite conversations.

 

Gina joined Summit in 2012. She holds a bachelor’s degree in Financial Planning from Franklin University. Outside of the office, Gina enjoys spending time with her husband, Tony, and their three children, AJ, Kylie, and Danika.

 

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

 

Gina holds a CA Insurance Lic.#0K55588, and Series 7 and 66 securities registrations. She is an Investment Advisor Representative and Registered Representative with Securian Financial Services, Inc. TR# 3812193 DOFU 10/2021.

 

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Check the background of this investment professional on FINRA BrokerCheck

 

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