# Gap Financial Counseling Corp.

Gap Financial Counseling Corp. is a RIA based in Naples, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Naples, United States
- **Assets under management:** Undisclosed
- **Website:** https://gapfinancialcounseling.com

## Regulatory record

- **CRD number:** 142488
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142488

## About

Gap Financial Counseling develops customized solutions for individuals and businesses to enhance their long-term financial sustainability. It provides comprehensive, objective financial guidance and is compensated only by clients; it does not sell products, manage money, or receive or pay referral fees. The firm helps clients design and evaluate alternative paths to financial sustainability through leadership and collaboration with their broader advisor teams.

## People

- Georgeann Portokalis

## Questions

### Who runs investment decisions at Gap Financial Counseling Corp.?

No named individuals have been publicly associated with the firm's investment decisions. The principals remain undisclosed in any public source.

### Does Gap Financial Counseling Corp. invest directly or through funds?

There is no verifiable evidence of any investment activity—direct or fund-based—by Gap Financial Counseling Corp. No deals, commitments, or portfolio holdings have been reported.

### Where is Gap Financial Counseling Corp. located?

No headquarters address or city has been publicly confirmed for Gap Financial Counseling Corp.

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- [Jackson Financial](https://altss.com/profile/jackson-financial-investment-and-retirement-services-inc)
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Last updated: 2026-08-11T15:06:49.768Z

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