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Our financial advice team


Camille Marie Gagliardi Ameriprise Financial Advisor

Camille Marie Gagliardi

MBA, CFP®, BFA, CIMA®

Private Wealth Advisor

President
Stepping Stone Wealth
24
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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Small Business

Interests

  • I love spending time with my wife Dana and our children: Kelsey, Devon, Meg and Nicky.
  • I visit Cape Cod every summer and love walking through the tide pools.
  • I enjoy photography, golf and reading.

Community participation

Volunteer with Foodshare.

  • Mount Holyoke College - Treasurer - Class of 1990

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2019-2020
  • Working Mother Top Wealth Advisor Moms, 2017-2019
  • Five Star Wealth Manager, 2012-2014, 2016 - 2019
  • Ameriprise Circle of Success, 2007-2019
  • Ameriprise Diamond Ring Club, 2017

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CIMA® Certified Investment Management Analyst®
  • BFA™ Behavioral Financial Advisor™

Education

  • Mount Holyoke College, Bachelors of Arts, Economics, 1990
  • University of Hartford, Masters of Business Administration, 1995

Previous experience

  • Aetna, Actuarial consultant, 1990-1996
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