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Giana Lombardo, NSSA® Advisor · Charlotte, NC

A professional headshot of Giana Lombardo of Blue Financial Inc. in Charlotte, NC

Giana Lombardo

Blue Financial Inc.

5970 Fairview Rd Suite 400
Charlotte, NC 28210

(704) 302-1141

NSSA® Certified #3693
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Professional Profile

I graduated from High Point University with a double major in Finance and Sales and a minor in Entrepreneurship. I currently work at Blue Financial in Charlotte as a Client Service Specialist and am a registered Investment Adviser Representative (IAR).

As a holder of the NSSA® designation in Social Security planning, Giana Lombardo brings specialized knowledge of Social Security planning to every client relationship.

I also hold the National Social Security Advisor (NSSA®) designation, reflecting my commitment to expanding my knowledge of Social Security optimization and retirement planning.

I am passionate about building meaningful client relationships and continuing to grow within the financial services industry. I look forward to applying my knowledge to help individuals navigate important financial decisions and work toward their retirement goals.

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Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.