PIVOT PROFESSIONAL PARTNERS - Key Persons

Job Titles:

• CEO
• Founder - CEO
• Registered Representative of Coastal Equities
• Registered Representative of Great Point Capital
• Your Trusted Investment Advisor

Jon Paul Cirelli is the founder-CEO of Pivot Professional Partners, a financial advisory firm in Miami, FL. Jon Paul has decades of experience and is a knowledgeable resource for anyone passionate about investing. Jon Paul Cirelli can guide your choices if you are actively investing, focused on a long-term savings strategy, seeking passive investment opportunities, or looking for tax-deferral investment options. From asset management to alternative investment, estate, and retirement planning to tax deferral strategies, you can get the investment guidance and support you need to make prudent decisions. Jon Paul is an experienced and licensed professional who, with his research-intensive financial planning solutions, provides personalized investment advice to clients across a range of investment avenues. Jon Paul Cirelli graduated from Nazareth College of Rochester, securing his Bachelor of Science with a double major in Business Administration and Spanish and a minor in International Business. Jon Paul covers everything from financial and pension planning to investment advice, estate planning, and comprehensive tax planning strategies. He has extensive expertise in alternative investments and advises clients on the best tax deferral strategies, including 1031 exchanges and 1033 Exchanges. Jon Paul Cirelli believes that financial planning is not a set-and-forget process and needs constant overseeing and tweaking to ensure it brings in solid returns. Jon Paul believes it is easier to establish trust, a lasting bond, and a strong working relationship with the client when you know what matters to them the most. When you engage with Jon Paul Cirelli, your investment strategy is specific to you. You need an advisor by your side when you face hurdles in this area and with Jon Paul's advice and guidance. Jon Paul offers independent investment advice because personal choice is essential to planning, and every investor has specific circumstances and goals. Jon Paul is incredibly passionate about what he does and partners with his clients, providing them with 1031 Exchanges. As a well-recognized name in the 1031 Exchange space, Jon Paul helps clients make well-informed decisions about diversifying their investment portfolios. Jon Paul has worked consistently for years, keeping his clients' goals and interests above everything and at the core of all he does. Pivot Professional Partners is not a Qualified Intermediary for 1031 Exchanges. The firm is a niche financial advisor, providing various passive and active investment solutions to high-worth investors. These investment solutions include: In his early years, Jon Paul Cirelli was a fierce professional lacrosse player. Additionally, he received the Block N Award from the Lax Foundation, which is given only to persistent committed, and dedicated players. Jon Paul is a multifaceted individual, and in addition to having such a vibrant personal and professional persona, he also takes social responsibility seriously and works closely with the local communities in FL for charities for the underserved, the homeless, Youth Development, and more. With investment strategies, Jon Paul guides his clients thanks to his alternative investment vehicles, tax-deferred investment strategies, and industry skills. If you're keen to discuss your financial investment objectives, portfolio management requirements, and long-term goals, Jon Paul is ready to help. Request your appointment with Jon Paul Cirelli today. With almost two decades of experience in the financial industry, Jon Paul enjoys helping others obtain and maintain financial confidence. As CEO and Co-Founder of Pivot Professional Partners, he enjoys... Jon Paul Cirelli is a registered representative of Great Point Capital LLC, and an Investment Advisor Representative of Great Point Capital LLC, a US SEC Registered Investment Adviser. Great Point Capital LLC, is not affiliated with Pivot Professional Partners. Securities are offered through Great Point Capital, LLC Member FINRA, IEX, SIPC. Advisory Services offered through Great Point Advisors, LLC a SEC registered investment advisor located at 200 W Jackson Blvd, Suite 1000, Chicago, IL 60606.

Job Titles:

• Registered Representative
• Representative With

Katie is a licensed registered representative with Pivot Professional Partners. She graduated from St. Thomas University in 2018 with a bachelor's degree in business management.

Job Titles:

• Director of Operations

With over 17 years of professional experience, Nicole offers insight to guide management decisions, shape new strategies, inform potential changes, improve operations and identify ineffective processes and procedures for the Pivot team. In addition, she provides high-level administrative support for company leaders to ensure they can efficiently accomplish key tasks and company initiatives. Serving as the primary point of contact for internal and external constituencies on all matters pertaining to the CEO, including those of a highly confidential or critical nature. Nicole's professional career began at an asset recovery firm, overseeing the operations relating to probate and estate claims, locating heirs to estates, marshaling assets, corporate recoveries and providing pre-escheat due diligence services. After 15 years in unclaimed property, Nicole switched gears and pivoted to the familiar fitness industry. As Co-Founder of a fitness equipment distribution company, she built and managed fitness studios while negotiating lease terms, tenant improvements, and finalizing buildouts. Nicole graduated from California State University, Sacramento with a Bachelor of Science degree in Kinesiology. She enjoys spending time with her family, watching her boys play sports, working out so she can enjoy wine and all things outdoors. Plus, as an abolitionist member and strong advocate for protecting our children, Nicole dedicates a portion of her time to support Operation Underground Railroad. She is a licensed Realtor and Certified Probate Real Estate Specialist.