About
Chiara
Chiara is dedicated to helping successful individuals, families, and business owners grow, protect, and simplify their wealth, and aims to provide clear, disciplined guidance through every stage of a client’s financial life. She has a particular passion for working with women investors—helping professionals, entrepreneurs, and women navigating life transitions such as career advancement, divorce, or widowhood gain confidence, control, and clarity around their financial futures. She also specializes in tax-efficient retirement strategies, including Roth conversions, helping clients strategically reposition retirement assets to create more flexible, tax-advantaged income in the years ahead. Known for her highly personalized and collaborative approach, Chiara partners closely with clients to design strategies that align their investments with long-term goals like retirement security, legacy planning, and multigenerational wealth transfer.
Chiara has more than 25 years of experience, including having served as a partner and wealth strategist at Herbein Wealth Management prior to joining Focus Partners Wealth. She has also held positions as a registered representative and financial counselor at Cadaret Grant and as a financial associate in Vanguard’s asset management and trust services group.
Chiara is involved with several charitable and community organizations. She is a founding member of the Power of the Purse Fund in Berks County, a women’s giving circle established in 2012 to support programs that empower women and girls to enter or re-enter the workforce. Since its inception, the fund has contributed more than $550,000 to organizations and initiatives benefiting women and children in the local community. In addition, she serves on the Development Committee and Board of Directors for Berks Nature and is a past president of the Board of Trustees for Montessori Country Day School. She also served on the Women2Women Council where she provided strategic planning and guidance.
Chiara and her husband have two children. Outside of work, she enjoys spending time with family and friends, playing golf, watching basketball, skiing, and visiting the beach.
Education and Professional Milestones
-Bucknell University - bachelor’s degree in business administration
-Played on Bucknell University’s Division I women’s basketball team and served as captain in her senior season
Chiara is dedicated to helping successful individuals, families, and business owners grow, protect, and simplify their wealth, and aims to provide clear, disciplined guidance through every stage of a client’s financial life. She has a particular passion for working with women investors—helping professionals, entrepreneurs, and women navigating life transitions such as career advancement, divorce, or widowhood gain confidence, control, and clarity around their financial futures. She also specializes in tax-efficient retirement strategies, including Roth conversions, helping clients strategically reposition retirement assets to create more flexible, tax-advantaged income in the years ahead. Known for her highly personalized and collaborative approach, Chiara partners closely with clients to design strategies that align their investments with long-term goals like retirement security, legacy planning, and multigenerational wealth transfer.
Chiara has more than 25 years of experience, including having served as a partner and wealth strategist at Herbein Wealth Management prior to joining Focus Partners Wealth. She has also held positions as a registered representative and financial counselor at Cadaret Grant and as a financial associate in Vanguard’s asset management and trust services group.
Chiara is involved with several charitable and community organizations. She is a founding member of the Power of the Purse Fund in Berks County, a women’s giving circle established in 2012 to support programs that empower women and girls to enter or re-enter the workforce. Since its inception, the fund has contributed more than $550,000 to organizations and initiatives benefiting women and children in the local community. In addition, she serves on the Development Committee and Board of Directors for Berks Nature and is a past president of the Board of Trustees for Montessori Country Day School. She also served on the Women2Women Council where she provided strategic planning and guidance.
Chiara and her husband have two children. Outside of work, she enjoys spending time with family and friends, playing golf, watching basketball, skiing, and visiting the beach.
Education and Professional Milestones
-Bucknell University - bachelor’s degree in business administration
-Played on Bucknell University’s Division I women’s basketball team and served as captain in her senior season