Camille  Gagliardi,  CFP<sup>&reg;</sup> - Financial Advisor

Camille Gagliardi, CFP®


Private Wealth Advisor

Ameriprise Financial Services, LLC

57 North Main St
West Hartford, CT 06107
(860) 313-1313 CONNECT WITH Camille
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Camille Gagliardi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in West Hartford, CT and the surrounding communities.

Financial Advisor Overview

Camille M. Gagliardi is a Private Wealth Advisor and Managing Partner of Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. Camille and her team serve busy executives, State of CT employees, and LGBTQ couples and families who are in complex financial transitions. Camille and her team at Stepping Stone Wealth have garnered recognition for their top-client service including several Forbes recognitions. Camille earned her Economic degree from Mount Holyoke College and her MBA from University of Hartford. Camille and her wife, Dana, divide their time between West Hartford, CT and Northampton, MA with their four children.


Financial Advisor Experience

26+ years of experience and 27 state licenses

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 24, 63, 65

Designations & Certifications

  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households


Helpful Financial Planning Resources