Meet The Team

Giro “Jerry” Maddaluna

Founder & Financial Advisor | Financial Planner

Jerry is the founder and lead financial advisor at Luna Financial Group, formed in 2010. He specializes in building deep relationships with his clients and working closely with them to help them achieve their desired financial outcomes. Jerry has a knack for bringing a lighter perspective and clarity to what is oftentimes referred to as the burden of financial planning. The clients Jerry works most closely with are professionals or business owners preparing for or considering a transition such as retirement, a career or position change, or the sale of a business.

Prior to founding Luna Financial Group, Jerry worked as an auditor with UBS Financial Services and Lehman Brothers (acquired by Barclays Capital). Through his experience in senior leadership auditing roles, Jerry gained a wealth of knowledge around how advisors help their clients, while ensuring they were doing so in a way that was both beneficial to clients and in alignment with regulatory standards. This experience eventually inspired him to start his own financial planning firm.

Jerry earned his Bachelor of Science in accounting from Fairleigh Dickinson University in Madison, NJ, and started in the financial services industry in 2004. He has since earned a variety of licenses and designations, including his Series 7, 63, and 65, and his Life and Health licenses. He’s also currently working towards his Certified Financial Planner^TM designation.

When he’s not serving clients, Jerry enjoys working out at as his CrossFit gym; hiking with his wife Jessica, their children Amelia and Nate, and dog Teddy; or getting out on the slopes with friends. Jerry values good company, great food and exquisite wine, and has recently joined in the tradition of making his own wine at home.

Cara Perez

Administrative Assistant & Operations Manager

Cara brings more than five years of financial industry experience to her role, where she specializes in Paraplanning, client support, and creating smooth, organized processes that help clients feel confident in their financial journey. Known for her attention to detail and dedication to service, she plays a vital role in client onboarding, ongoing service, and the financial planning process—helping ensure a seamless, responsive, and consistently high-quality client experience. Her approach blends professionalism with genuine care, reflecting her belief that every client deserves to feel valued and understood.

Beyond her role in financial planning, Cara is a certified personal trainer. She’s married to her middle school sweetheart and is the proud dog-mom of two sweet pups who keep life fun and busy.

Justin Falzone

Financial Planning Associate

Justin Falzone, CFP^®, is a financial planning associate of Luna Financial Group. Justin provides financial planning and insightful problem-solving support during the client’s financial journey. Justin’s client-first approach provides solid long lasting client relationships highlighted with strategic oversight and excellent service.

Justin has over ten years of experience in the financial planning and services industry. Justin’s strong history of strategic oversight, financial planning and problem solving contributes to the overall success of our clients reaching their financial planning goals.

In his spare time Justin loves spending time with his wife, Brittany, and their three children, Sofia, Vincent, and Henry.  In addition to spending time with his wife and little ones,  Justin is an avid outdoorsman who enjoys mountain biking, fly fishing, and snowboarding with his friends and family.