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Creative life insurance solutions for business growth and estate planning
New York Life
Gianna Aiello
Financial Adviser
Introduction
Gianna Aiello is a Life Insurance Agent who combines insurance expertise with innovative strategies to solve complex business challenges and estate planning needs. She partners with professionals to deliver integrated, tax-advantaged wealth preservation and employee benefit solutions.
What They Do
Gianna Aiello specializes in business solutions and estate planning through life insurance products. She implements 401(k)s, group benefits, key person insurance, and employee whole life insurance. She collaborates with estate planning attorneys to create tax-advantaged succession plans and wealth preservation strategies, offering comprehensive and creative financial solutions.
Location & Service Area
Based in San Jose with an office on Santana Row, Gianna serves clients throughout California, focusing on the Bay Area from San Francisco to Gilroy, Santa Cruz, and Walnut Creek.
What Makes Them Different
Gianna combines financial advisor expertise with deep life insurance knowledge to create integrated, innovative solutions rather than just selling products. She uses creative approaches to solve business and estate planning challenges, seeing possibilities where others see roadblocks.
Services Offered
Who They Help
Gianna works best with creative, innovative professionals such as estate planning attorneys, CPAs, business consultants, HR consultants, health insurance brokers, and fractional executives. She also builds strong relationships within trades and wellness professionals who value holistic and conservation-focused approaches.
Know someone who says...
"We need to set up benefits for our growing team"
"How do we keep our key employees from leaving?"
"We're worried about estate taxes eating into our legacy"
"Our employees want portable insurance they can take with them"
Fun Fact
Gianna is passionate about conservation and plans to start a nonprofit for giant sequoias and redwood trees, hosting unplugged wellness events among these ancient giants.
Quick Facts
Reviews (1)
Featured Review
"Gianna Aiello is a genuinely caring and community-involved professional who delivers customized financial solutions with empathy and deep understanding."
October 15, 2025
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Call Bruce now to ask questions or book services with New York Life
Call 833-853-6789