Gigi Barnabei,

FPQP®

Registered Paraplanner

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

Securities offered through LPL Financial, member FINRA/SIPC.  Investment advice and financial planning offered through Shepherd Financial Partners, LLC, a registered investment advisor and separate entity from LPL Financial. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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

The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information at https://www.shepherdfinancialpartners.com/important-disclosure-information/.

The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

Past performance is not a guarantee of future results.

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