Gino P. Colangelo, CMFC®

"Givin’ is livin’.” That’s the mantra Gino Colangelo lives by—both in his personal life and in the way he serves his clients. With over 25 years of experience in financial planning and investment analysis, Gino has dedicated his career to helping individuals and foundations build financial strategies rooted in purpose, clarity, and confidence.

His approach is deeply personal. Gino takes the time to understand what truly matters to each client—what they value, what they dream about, and what keeps them up at night. From there, he crafts tailored, comprehensive strategies designed to help them navigate life’s transitions, grow and protect their wealth, and leave a lasting legacy.

Gino graduated from the Fisher School of Business at The Ohio State University in 1997 and went on to complete the Chartered Mutual Fund Counselor℠ (CMFC®) professional education program through the College for Financial Planning.

He is a proud member of the Italian American Society, the Cincinnati Rotary Foundation, and serves on the Board of Directors for St. Francis Seraph Ministries. In recognition of his service, Gino was honored with the Paul Harris Fellow Award in 2008.

Outside the office, Gino is happiest when he’s reading a great book, listening to music, enjoying the outdoors, or spending time with his three daughters—Mary Ann, Sophia, and Rosali. Whether in his professional life or his community involvement, Gino leads with generosity, integrity, and a deep belief that giving is at the heart of truly living.

The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2016: 426, 128, 30%, 1/1/16, 7/31/15 - 12/31/15; 2015: 685, 161, 24%, 2/1/15, 7/31/14 - 12/31/14; 2014: 883, 142, 16%, 2/1/14, 7/31/13 - 12/31/13; 2013: 651, 158, 24%, 2/1/13, 7/31/12 - 12/31/12; 2012: 590, 163, 28%, 2/1/12, 7/31/11 - 12/31/11.