About Chiara
Chiara helps clients and their families develop, implement, and monitor wealth management strategies in pursuit of their financial goals and a stress-free life. She also works with clients to create comprehensive financial plans customized to their specific circumstances, plans that include portfolio management, tax-efficient strategies, advanced planning, retirement analysis, and education planning. Her specialties include working with trusts and multigenerational planning, helping families meet their financial goals while preserving their legacy and passing on their important values. One of her biggest rewards is watching her clients, their children, and sometimes their grandchildren achieve financial independence.
Outside of work, Chiara is involved with a number of charitable and community organizations. She is the founding member and steering committee chair for the Power of the Purse Fund in Berks County, which provides funding to help break the cycle of poverty by eliminating or addressing barriers for women who want to enter or re-enter the workforce. She also sits on the development committee and the board of directors for the Berks Conservancy and is past president of the board for Montessori Country Day School. In 2014, Chiara was chosen from among 1,200 nominees to receive the Top 40 Under 40 award from InvestmentNews. Her award came in the “Leaders” category, which recognized individuals who bring innovative ideas to their firms, community, and industry. Chiara and her husband, Ryan, have two children. She enjoys playing golf and basketball, going to the beach, and spending time with family and friends.
Education and Professional Milestones
- Bucknell University - bachelor’s degree in business administration
- Played on Bucknell University’s Division I women’s basketball team and served as captain in her senior season
- Prior to Focus Partners Wealth, she had served as a partner and wealth strategist at Herbein Wealth Management since 2003
- Has also held positions as a registered representative and financial counselor at Cadaret Grant and as a financial associate in Vanguard’s asset management and trust services group
Chiara helps clients and their families develop, implement, and monitor wealth management strategies in pursuit of their financial goals and a stress-free life. She also works with clients to create comprehensive financial plans customized to their specific circumstances, plans that include portfolio management, tax-efficient strategies, advanced planning, retirement analysis, and education planning. Her specialties include working with trusts and multigenerational planning, helping families meet their financial goals while preserving their legacy and passing on their important values. One of her biggest rewards is watching her clients, their children, and sometimes their grandchildren achieve financial independence.
Outside of work, Chiara is involved with a number of charitable and community organizations. She is the founding member and steering committee chair for the Power of the Purse Fund in Berks County, which provides funding to help break the cycle of poverty by eliminating or addressing barriers for women who want to enter or re-enter the workforce. She also sits on the development committee and the board of directors for the Berks Conservancy and is past president of the board for Montessori Country Day School. In 2014, Chiara was chosen from among 1,200 nominees to receive the Top 40 Under 40 award from InvestmentNews. Her award came in the “Leaders” category, which recognized individuals who bring innovative ideas to their firms, community, and industry. Chiara and her husband, Ryan, have two children. She enjoys playing golf and basketball, going to the beach, and spending time with family and friends.
Education and Professional Milestones
- Bucknell University - bachelor’s degree in business administration
- Played on Bucknell University’s Division I women’s basketball team and served as captain in her senior season
- Prior to Focus Partners Wealth, she had served as a partner and wealth strategist at Herbein Wealth Management since 2003
- Has also held positions as a registered representative and financial counselor at Cadaret Grant and as a financial associate in Vanguard’s asset management and trust services group