Whole Family Financial Services provides comprehensive consulting and wealth management services to families, small businesses and individuals seeking financial guidance.
Our approach is based on a relationship,
not a product, and we strive for that relationship to be long term, collaborative and enduring of the ups and downs of financial markets as well as the trials and tribulations of life.
We focus on multi-generational financial planning, plan implementation and progress monitoring in pursuit of our clients’ personal, long-term vision and financial goals.
Barely anytime to manage your finances? Does money seem to just disappear? Are you worried about not saving enough?
Securities registrations (Series 7,
63, 65, and 24)
Bachelor of Science degree from Millikin University
For more information or to schedule your complimentary 15 minute phone conversation, please contact us below or call 425-424-2222.
Securities and Advisory services offered through KMS Financial Services, Inc. Member FINRA & SIPC and an SEC Registered Investment Advisor.
Securities and brokerage services are limited to individuals residing in states which both KMS Financial Services, Inc. and Debbie Gianelli are licensed. Those states are: AZ, FL, VT, WA, WI. Fee-based advisory services offered through KMS Financial Services, Inc. and Debbie Gianelli are currently available only to residents of WA and FL.