Whole Family
Financial Services, Inc.

Honest • Objective • Experienced

Welcome to Whole Family Financial Services, Inc.

Whole Family Financial Services, Inc. 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.

Our Clients


Barely anytime to manage your finances? Does money seem to just disappear? Are you worried about not saving enough?


Do you want to learn more about financial planning and how the investment world works? Not sure who you can trust?

Medical & Technology Professionals

Do you work long hours and place a high value on leisure time? Is your money working as hard as you do?

Small Business Owners

Too busy to effectively manage your own money? Do you need help with a business succession plan? Are your employees clamoring for a retirement plan?

Aspiring Retirees

Time to focus on the second half of life! You’ve accumulated some wealth but wonder if it will be enough.

People in Transition

Transitions – divorce, career changes, widowhood – are stressful. Getting help with your finances will keep you moving forward.

“I am grateful for the blessings of wealth, but it hasn’t changed who I am.
My feet are still on the ground. I’m just wearing better shoes.”

-Oprah Winfrey

  • Founder and CEO – Whole Family Financial Services, Inc.


  • Certified Financial Planner™


  • Notary

20+ Years of Experience


Debbie Gianelli, CFP®

  • Securities License: 

          Series 65-Registered Investment Advisor

  • Former Securities Licenses:

          Series 24-General Securities Principal


          Series 7-General Securities

          Series 63-State Securities

For more information please contact us below or call 425-424-2222.