VIRGINIA OFFICE

Jinette Chiappetta, CPA

Wealth Manager & Director of Tax Strategy
VIRGINIA OFFICE

Jinette Chiappetta, CPA

Wealth Manager & Director of Tax Strategy

Jinette Chiappetta joined Equity Concepts in 2014 as the firm’s CPA in charge of tax strategy. With over 15 years of public accounting experience in personal and corporate taxation, Jinette uses her expertise to analyze investment strategies’ impact on clients’ tax situations. At Equity Concepts, Jinette has several tax-efficient investment vehicles that can be incorporated into the clients’ overall financial plan to optimize their personal tax position and maximize efficiency.

Jinette holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63 and 65 and is licensed in eight states. She received her Bachelor of Science degree in accounting from the State University of New York Polytechnic Institute. She is committed to fostering collaborative relationships with her clients’ CPAs to stay tax-focused when building portfolios utilizing alternative investment concepts for accredited investors.

She remains connected to the accounting and tax industry leaders through her position on the Accounting and Financial Women’s Alliance board, and she stays on the leading edge of tax policy through her dedication to continual learning. Jinette and her husband, Jason, live in Henrico, Virginia, and they have one daughter.

Jinette's Wealth Advisory Board

Shannon Carter, MBA, CFP®

Wealth Manager

Haider Sharifi, CFP®

Wealth Manager & Director of Financial Planning

Andrew Walker

Managing Director & Chief Investment Officer

William Saunders, CFP®

Chief Relationship Builder

Call Now Button