Gina Cohen

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 11/2017
  Td Ameritrade
  San Diego, CA
• 12/2017 → 03/2021
  Wells Fargo Financial Network, Llc
  La Jolla, CA
• 04/2021 → 07/2023
  Woodbury Financial Services Inc
  Carlsbad, CA
• 05/2021 → 07/2023
  Guide My Finances
  Carlsbad, CA
• 10/2023 → 05/2024
  Gina V. Ellen, Sole Proprietor Dba Principled Planning And Wea
  San Diego, CA
• 06/2020 → 03/2024
  Heatily Llc
  San Diego, CA
• 05/2018 → 05/2024
  Gina V. Ellen, Sole Proprietor
  San Diego, CA
• 01/2013 → 05/2017
  Full-Time Student
  San Diego, CA
• 08/2020 → Present
  Dogue By Gina Llc
  San Diego, CA
• 11/2023 → Present
  Cerifi Llc
  Alpharetta, GA
• 05/2024 → 10/2024
  Bernstein Private Wealth Management
  San Diego, CA
• 11/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2024-05-31 → 2024-10-07
  Alliancebernstein L.P.
  San Diego, CA
• 2023-10-20 → 2024-05-14
  Principled Planning & Wealth Management
  San Diego, CA
• 2021-04-23 → 2023-07-07
  Woodbury Financial Services, Inc.
  Carlsbad, CA
• 2021-05-14 → 2023-07-07
  Guide My Finances
  Carlsbad, CA
• 2017-12-19 → 2021-03-31
  Wells Fargo Advisors Financial Network, Llc
  La Jolla, CA
• 2017-08-18 → 2017-11-24
  Td Ameritrade, Inc.
  San Diego, CA
• 2017-08-18 → 2017-11-24
  Td Ameritrade Investment Management, Llc
  San Diego, CA

Other Businesses

1) DOGUE BY GINA LLC POSITION: Founder, Owner NATURE: retail- I make custom pet portraits & sell them online INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 2747 Tonto Way, San Diego CA 92117, United States DESCRIPTION: I run the small business. Website management, order fulfillment, customer service, financial management, etc. Don't have any employees. 2) CERIFI LLC POSITION: INSTRUCTOR, NATURE: teach preparation courses for certified financial planner exam candidates; INVESTMENT RELATED: No; NUMBER OF HOURS: 20 HRS/MO; 0 HRS DURING SECURTIES TRADING HOURS; START DATE: 11/2023 ADDRESS: Alpharetta, GA DESCRIPTION: teach preparation courses for certified financial planner exam candidates.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-17

Designations

• Certified Financial Planner

Other Names

• Gina V Famiglietti
• Gina Victoria Ellen
• Gina Ellen