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Our financial advice team


Massimo Magliari Ameriprise Financial Advisor

Massimo Magliari

ChFC®, CFP®, CIMA®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Kelman and Magliari Advisory Group
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Small Business

Interests

  • Watching the sun go down with Jen at the Washington Avenue pier.
  • Shooting hoops with Max, in the driveway.
  • Taking my two dogs for long walks with family and friends.
  • Playing Ping Pong with Samuel.
  • Football Sundays with the family.
  • Baking creative and tasty treats with Addyson.
  • Family outings to the Sixers game.
  • Playing TomACat with Sydnie.

Community participation

Blue Bell Chapter of Rotary International

Mitzvah Circle Foundation Board Member

TBI Endowment Committee

Orange Theory Splat Point accumulator

Awards & recognition

  • FIVE STAR Wealth Manager Award, Philadelphia Magazine, from 2012 - 2018
  • Ameriprise Circle of Success, 2002 - 2019

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CIMA® Certified Investment Management Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts, Political Science, University of Pittsburgh Graduated 1997
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