Gina Balestrieri

Managing Director, Investments and FC in Charge

Biography

Gina is a Managing Director, Investments in the Santa Rosa office of Wedbush Securities with 29 years of financial services experience. Prior to joining Wedbush in 2005, she held various roles over the course of her 29 year career in the financial services industry.

Gina has grown over the course of her career from a sales assistant, with limited industry experience, to the branch manager of the Santa Rosa office, and is now a Financial Advisor with a client service based practice focusing on the individual and their personal needs and goals. As a Financial Advisor, Managing Director, Investments, Gina is dedicated to understanding her client’s values and goals through an in-depth process of discovery and on-going communication. Gina is committed to providing a relationship of care and compassion for all of her clients.

Born in Chicago, IL, and raised in Memphis, TN, before moving to the Bay Area 1983. She has resided in Sonoma County for 29 years. She lives in Santa Rosa with her husband, Klinie Kent. Their blended family of 5 kids are scattered across three states. There are two Baylor University graduates, currently residing in Texas, one University of Oregon graduate who resides in Arizona, a son attending Northern Arizona University, and a high school student deciding where her path will take her next year.

Gina studied Liberal Arts at St. Mary College of Moraga and California State University, Chico.

SPECIALIZATIONS

  • Financial Planning
  • Mutual Funds
  • Retirement Planning
  • Stocks and Bonds

Credentials

  • Holds Series 7, 9, 10, and 63 licenses

Mission Statement