Jenna Biancavilla

Jenna Biancavilla

Owner & Founder - Lead Wealth Planner
Pearl Capital Management
4417 N. 40th St., Suite 300, Phoenix, AZ 85018
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About 

Jenna Biancavilla

Jenna L. Biancavilla lives to help others, ask her to share a story of the dogs she has fostered or how to better help children in group homes or foster care. Her favorite conversation topics include philosophy, stoicism, entrepreneurship, and astrophysics. Professionally, Jenna is an award-winning independent, comprehensive financial planner and the owner of Pearl Capital Management,  a wealth management firm that solves complex financial problems. As a fee-only fiduciary, Jenna's only goal is to help her clients reach their goals and achieve financial freedom. She has been recognized for her holistic approach by several publications such as winning The Phoenix Business Journals' prestigious 40 under 40 award, recognized as one of the Valley's top 25 Outstanding Women in Business, and featured in Forbes Magazine as The 2019 Top Women in Wealth. Her extensive experience with thousands of different financial situations makes her an expert in complex personal wealth management strategies. Jenna has been recognized every year since 2014 by Phoenix Magazine as one of the top 50 five-star wealth advisors in Arizona. In addition to being the founder and CEO of Pearl Capital Management,  she also leads Geneva Financial's Arcadia Branch, a lending company with an emphasis on the human experience.  While collaborating with a non-profit organization focused on scholarships and college planning, Ms. Biancavilla spent thousands of hours offering pro-bono advice to families across the country to find college scholarships and stay out of debt. Their work was recognized and awarded the Pro-Bono Award through Financial Planning Magazine.Biancavilla frequently is requested as the guest speaker to lecture on personal finance, financial aid, scholarships, and economics.Biancavilla graduated with a Bachelor’s Degree in Economics from The University of Arizona with a minor in Business Administration from the Eller College of Business Management. She holds many leadership-training certificates through organizations such as Scottsdale Leadership and Leadership Development Institute.Jenna finds meaning and purpose by serving others. In business, this takes the form of helping clients navigate the investment world and reach their wealth goals. In her personal life, she devotes her time to many local community service organizations.  Jenna has held volunteer board positions and leadership roles in the following organizations:   The Junior League of Phoenix, The Financial Planning Association of Greater Phoenix, The Phoenix Children’s Hospital Foundation’s advocacy group: 40/40, The Leukemia and Lymphoma Society, The Arizona Humane Society, Social Venture Partners, and CASA (court appointed special advocates).

Licenses

Registered Investment Advisor (RIA)
Series 66
Securities Industry Essentials (SIE)
Series 7

Education

Bachelor's Degree in Economics - The University of Arizona - 2005

About 

Pearl Capital Management

As a fee-only fiduciary, Pearl Capital Management's only focus is on your financial well-being.  We work together on your financial plan and strategies to develop a holistic road map that ensures security for your assets and your loved ones, consistently re-evaluating and pivoting with your life's changes.  Our clients have peace of mind with a plan to never outlive their money, we call this financial freedom.  Not only do we focus on growing your net worth, we also implement tax planning strategies to help you not tip the IRS extra money along the way.  Our holistic approach takes into consideration all things that impact your financial health including your real estate, your work's employee benefits package or the businesses your own, your children's college education, your parent's healthcare, and beyond.

FIRM SEC/CRD #

283013

Are you a Fiduciary?

Yes

Do you receive any commissions or fees based on financial products you provide to clients?

No

Methods of Compensation

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Disclaimer

There are no warranties implied. 17 Capital Partners, LLC DBA Pearl Capital Management (“Pearl Capital”) is a registered investment adviser located in Phoenix, AZ. Pearl Capital may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Pearl Capital’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Pearl Capital’s website on the Internet should not be construed by any consumer and/or prospective client as Pearl Capital’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pearl Capital with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pearl Capital, please contact the state securities regulators for those states in which Pearl Capital maintains a registration filing. A copy of Pearl Capital’s current written disclosure statement discussing Pearl Capital’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Pearl Capital upon written request. Pearl Capital does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pearl Capital’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through individually licensed and appointed insurance agents. Mortgage and commercial lending products and services are offered through Geneva Financial, and sold through individually licensed mortgage loan originators.Top 50 Wealth Advisors in ArizonaPhoenix Magazine used to feature 5-Star Wealth Advisors discussed below. However, they no longer do this, and we feel the award is repetitive. Thus, we will be removing this award.Top 100- 5 Star Wealth AdvisorsDisclosure: Ranking is based on an evaluation conducted by Five Star Professionals. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. This ranking has been given to Jenna Biancavilla in the years 2014, 2015, and 2017-2022 for the previous years. No compensation was paid to Five Star Professional for this ranking. The award is based on the opinions of the Five Star Professional and is not indicative of future performance or representative of any one client’s experience.Best Financial Advisors in PhoenixDisclosure: Ranking is based on an evaluation conducted by expertise.com. Expertise.com selection consists of an advisor’s availability, qualifications, reputation, experience, and professionalism. The ranking is given to 25 out of 384 financial advisors. No compensation was paid to expertise.com for this ranking. The award is based on the opinions of expertise.com and is not indicative of future performance or representative of any one client’s experience.40 Under 40 Honoree 2020Disclosure: Award is based on an evaluation of business success (financial results, career growth), community involvement (volunteer work, advocacy) leadership ability (public profile, reputation), and Influence (impact on the region, on public policy, or on quality of life). The award was created by the Phoenix Business Journal. No compensation was paid to the Phoenix Business Journal for this award. The award is based on the opinions of the Phoenix Business Journal and is not indicative of future performance or representative of any one client’s experience.Outstanding Women Business Honoree 2020Disclosure: Award is based on three criteria: professional accomplishments, community leadership, and awards and milestones. The award is given to 25 women each year. The award was created by the Phoenix Business Journal. No compensation was paid to the Phoenix Business Journal for this award. The award is based on the opinions of the Phoenix Business Journal and is not indicative of future performance or representative of any one client’s experience.DesignationsCertified College Planning Specialist (CCPS)- The CCPS designation is issued by the National Institute of Certified College Planners. To earn the designation a candidate must meet one of the following prerequisites:Professional financial certification/designation; orProfessional financial license (securities, insurance, accounting, etc.); orA combination of education and experience deemed satisfactory by the NICCP Advisory CouncilIn addition to the prerequisites, a candidate must complete three modules totaling 18-25 hours and pass an exam for each module. (ELA) Education Loan Analyst* – The ELA designation is issued by the Association of Certified College Funding Specialists. To earn the designation, a candidate must complete an 8-hour course. The ELA course is for Certified College Funding Specialists who want to achieve more in-depth knowledge of the student loan system and how it works.