Gina Wight has been Partner/Co-Owner of Financial Life Planners since March 2020, is a control person of the firm and directly owns between 25% and 50% of it. Gina Wight holds a Bachelor’s degree in Finance from the University of Arizona.
Financial Life Planners LLC is a Tempe, AZ firm with $208M under management, 298 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Gina Giachetti Wight is Co-Owner and Senior Partner of Financial Life Planners. She joined the firm as a full co-owner and partner in 2020 and has over 17 years of investment management and financial planning experience. She has held numerous leadership roles within the investment industry.
Gina Wight’s longest registration is the current one, 6 years at Financial Life Planners since 2020. Before joining Financial Life Planners in 2020, Gina Wight was registered through Morgan Stanley and Waddell & Reed.
- Financial Life PlannersCurrent– present · 6 yearsTempe, AZ · Adviser representative · Firm CRD 129415
- Morgan Stanley– · 3 yearsPeoria, AZ · Adviser representative · Firm CRD 149777
- Waddell & Reed– · 4 yearsScottsdale, AZ · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Gina Wight is registered as an investment adviser representative in 3 states. The first approvals date from April 2020; the most recent is Texas, in July 2022.
- ArizonaSince 1 April 2020
- CaliforniaSince 25 May 2022
- TexasSince 15 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 22 December 2022 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 22 December 2022 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 22 December 2022 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 22 December 2022 |
| Series 7TO | General Securities Representative Examination | 22 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 October 2012 |
| Series 7 | General Securities Representative Examination | 11 June 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 August 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 June 2007 |
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Gina Giachetti Wight
- CRD
- 5353376
- Firm
- Financial Life Planners · CRD 129415
- Role
- Partner/Co-Owner
- Office
- 2151 E BROADWAY, SUITE 203, Tempe, AZ 85282
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- financiallifeplanners.com
Where does Gina Wight work?
Gina Wight has been Partner/Co-Owner of Financial Life Planners LLC since March 2020, and is a control person of the firm.
Is Gina Wight a financial advisor?
Yes. Gina Wight has a current investment-adviser registration in Arizona, California and Texas, through Financial Life Planners since April 2020.
How many years of experience does Gina Wight have?
Gina Wight has 19 years in the financial industry, since August 2007, across 3 adviser firms.
What exams has Gina Wight passed?
Gina Wight has passed 9 licensing exams: the Series 63, Series 6, Series 7, Series 65, Series 24, Series 10, Series 9, Series 26 and Series 7TO. The earliest, the Series 63, was passed in June 2007. FINRA credited Gina Wight with the SIE, which began in October 2018.
Where did Gina Wight work before Financial Life Planners?
Before Financial Life Planners, Gina Wight was registered through Waddell & Reed, October 2012 to November 2016.
Where is Gina Wight based?
Gina Wight’s registered office is in Tempe, AZ.
Is Gina Wight registered with FINRA?
No. Gina Wight has no current broker registration.
How can I verify Gina Wight’s record?
Search CRD 5353376 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gina Wight’s full registration record.
- Cynthia FickOwner/President
- Janet MesserChief Compliance Officer