Jenna Biancavilla, a multipreneur, joins me in this episode to discuss her journey from pre-med to finance, highlighting her dynamic career shift due to a career assessment. She founded Pearl Capital in 2016, aiming to provide unbiased financial advice. Jenna also launched Savvy, a tech company vetting financial advisors, and an online masterclass, Elevate Your Wealth. She emphasizes the importance of hiring early, delegating tasks, and maintaining a flexible work environment. Jenna advised aspiring entrepreneurs to find their passion, understand their limitations, and have a clear end game. She also stresses the importance of transparency in financial advice and the need for a succession plan.
This week on Traversing Entrepreneurship:
Jenna Biancavilla’s entrepreneurial journey, from pre-med to finance advisor
Challenges Jenna faced working in the finance industry at large firms
Jenna’s decision to start her own firm, Pearl Capital, to better serve clients
Additional business ventures, including Savvy and an online course
Challenges of managing multiple businesses and the benefits of a holding company
Lessons Jenna learned, including mistakes with hiring and firing employees
Advice for aspiring entrepreneurs, including finding passion and defining an end game
Importance of transparency and trust when working with financial clients
Jenna’s contact information and encouragement for listeners to reach out
Connect with Jenna:
Website: thepearlcapital.com
LinkedIn: https://www.linkedin.com/in/jennabiancavilla/
Email: admin@thepearlcapital.com
About TreMonte and Traversing Entrepreneurship Podcast
Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business.
Derek and Melissa work together at TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients.
This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
Please email Derek Dall’Olmo at derek@tremontefinancial.com with questions and comments or to schedule a one-on-one conversation.
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