Gina Grippo-Martinez is a Wealth Advisor at ALINE Wealth. She brings over 30 years of financial industry experience where she focused on Institutional Equities Research, Sales and Trading.
As a Wealth Advisor, Gina focuses on business development. She helps clients define their financial needs and goals and works with the ALINE team cultivating and implementing the plan to attain their objectives. Gina also assists with asset allocation management using her Life, Disability and Long-Term Care insurance licenses and experience.
Prior to joining ALINE, Gina worked as a Financial Advisor/ Insurance Specialist for New York Life and United Asset Strategies both in Long Island. Gina began her career at CS First Boston in the Risk Arbitrage department. Gina then worked as the High Net Worth Liaison protecting clients and ensuring that they received the best prices for their trades with the Over the Counter Department at CS First Boston. She continued her research, sales and trading career at high profile institutional firms including Van Kampen American Capital, JP Morgan Asset Management, SAC and Kellogg. Gina transitioned to the advisor side of the business where she continued to pursue her passion for finance, developing relationships and providing advice.
Gina earned her Bachelor’s degree at SUNY Cortland and currently holds her Series 7, 63, 66 as well as her Life and Health licenses. While working in the institutional side of the business, Gina held her Series 3, 24 and 55 licenses.
Gina believes the key to life is balance and highlights these Four F Words:
Faith, Family, Finance and Fitness. She lives with her family in Point Lookout, Long Island, a place she and many refer to as “Heaven”.