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Our financial advice team


Massimo Magliari, Private Wealth Advisor serving the Plymouth Meeting, PA area - Ameriprise Advisors

Massimo Magliari

CFP®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Kelman and Magliari Advisory Group
25
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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.

Awards & recognition

  • FIVE STAR Wealth Manager Award , 2012-2018 and 2021
  • Ameriprise Circle of Success, 2002 - 2021

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

Community participation

Blue Bell Chapter of Rotary International

Mitzvah Circle Foundation Board Member

TBI Endowment Committee

Orange Theory Splat Point accumulator