Kimberly is an Advisor with Innovative Asset Advisors Group.  In this role, she serves as a trusted advisor to the firm’s high-net-worth clients in delivering financial planning and strategic wealth management solutions.

Kimberly Giannone has dedicated over 35 years to the financial services and insurance industry, developing an expertise across both client operations and support functions. Her extensive background has given her a unique perspective on the inner workings of the financial world. Kimberly transitioned into a client-facing role, working closely under the mentorship of Carol Truluck, a highly respected professional with more than 50 years of experience in the field. This partnership has allowed Kimberly to combine her strong operational knowledge with hands-on advising, providing clients with thoughtful, reliable, and personalized financial guidance.

Clients appreciate Kimberly’s approachable style and the personal connection she brings to investment and financial planning. She believes in listening first, understanding each client’s unique goals, and building strategies that feel both practical and reassuring.