Stephanie A. Gale, CFP<sup>&reg;</sup> - Financial Advisor

Stephanie A. Gale, CFP®

AIF®

President

Stephanie A. Gale, dba Gale Investment Management

675 Tyler Street
Port Townsend, WA 98368
FINANCIAL ADVISOR'S WEBSITE
(360) 385-5044 CONNECT WITH Stephanie
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General

Stephanie Gale is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stephanie A. Gale, dba Gale Investment Management in Port Townsend, WA and the surrounding communities.

Financial Advisor Overview

Gale Investment Management is a wealth management firm on Washington State's Olympic Peninsula. We foster prosperity for private clients and participants in employer-sponsored retirement plans. Our clients are free to pursue their best lives, confident in their financial futures, because they benefit from experienced, independent financial planning and objective, professional investment management. Stephanie Gale, wealth manager and owner of Gale Investment Management, offers long-term financial planning and intelligent investment guidance, bringing an abundance of knowledge and experience to local investors. She is an experienced financial professional who ensures that you don't need to leave the beautiful Olympic Peninsula to find an expert to help you plan and invest for your future. Offices in Port Townsend and Port Ludlow; call today to make your appointment.

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Financial Advisor Experience

Stephanie Gale began working in the international bond markets after graduating with honors from Barnard College at Columbia University. As vice president in the Global Sales and Trading division of J.P. Morgan Securities, London, she advised European central banks, Fortune 500 pension funds, and Wall Street mutual fund managers on their investments. Currently, Stephanie brings to private investors her extensive experience in market analysis and portfolio optimization, using risk-return analysis to structure each investment portfolio for optimal performance. Stephanie is a registered representative and investment adviser representative of Commonwealth Financial Network® and a life and disability insurance agent who can provide a full range of investment and financial planning opportunities and guidance.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WA
  • Health/disability insurance: WA
  • Fixed annuities: WA
  • Variable annuities: WA

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency, Inc.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources