Gigi Barnabei

Registered Paraplanner

FPQP®

As a Registered Paraplanner, Gigi works together with our Wealth Advisors to help analyze, develop and present financial plans and explore potential strategies for our clients. Gigi also serves as a resource and maintains close relationships with many clients she has served over the years.

Gigi joined Shepherd Financial Partners in 2009. She began her career working as an accountant and auditor for a CPA firm and then moved to private industry as a corporate controller. She earned a BS in Accountancy from Bentley University.

Gigi resides in Winchester, MA with her family. A life-long resident of the Winchester, she has been a member and held board positions in many local organizations. She continues her long and active tenure as a member of the ENKA Society, a non- profit women’s organization fundraising to provide grants to local non-profit organizations, schools and individuals within the Winchester community.

1004 Main Street

Winchester, MA 01890

Phone: +1 (781) 756-1804

Fax: +1 (781) 729-4356

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Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.

Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://www.adviserinfo.sec.gov/Firm/169093

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