Gianni De La Cruz
Senior Lead Planner
Gianni has served in the financial planning industry since 2008. Along his professional journey, he has worked in credit, lending, banking, and the lion share of his experience has been spent in financial planning. He enjoys understanding his member’s holistic planning needs, so he can positive impact their experience and achievement of their life goals. Gianni studied Financial Planning at DePaul University in Chicago. On a personal note, he enjoys learning about history and he is a Sommelier. His appreciation for history is enriched by living in one of the oldest cities in America, Philadelphia.
Education: DePaul University, B.A. Financial Planning
"Everything negative - pressure, challenges - is all an opportunity for me to rise." - Kobe Bryant
Get to know Gianni
“Uncle G” is my favorite version of myself
Wine tasting in Napa
Putting my Sommelier designation to good use
Fight On!
What topic could you give an hour-long presentation on with little to no preparation?
Outside of financial planning topics, I could give an hour long presentation on the Lakers or wine tasting. Tough to chose between the two.
What book, movie, music, etc. changed your outlook on life?
My high school Chemistry teacher recognized I was struggling with my father’s decision to move us across the country, so he gave me “The Alchemist” to read. It was a most impactful read at that time.
Is there any experience you think everyone should be required to have? What is it?
I think everyone should be required to love someone else. Romantic love or otherwise. Love, to me, is the most powerful emotion of the human condition.
What are you passionate about?
I’m passionate about sports, history, and wine. I believe all three bring people together in a meaningful way that transcends different backgrounds and life experiences.