Stephanie A. Gale, CFP^®

AIF^®

President

Stephanie A. Gale, dba Gale Investment Management

675 Tyler Street
Port Townsend, WA 98368

FINANCIAL ADVISOR'S WEBSITE

www.galeinvestment.com

(360) 385-5044 CONNECT WITH Stephanie

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Commonwealth Financial Network

Gale Investment Management

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. 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. Office is in Port Townsend; call today to make your appointment.

Financial Advisor Experience

Stephanie (De Hoog) Gale is a seasoned CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary® designee with over 30 years of experience in the financial markets. Since 1998 she has been dedicated to providing individuals and families with personal financial planning, investment portfolio, and wealth management guidance, finding deep fulfillment in her clients' successes. Her career began in the international bond markets after she graduated with honors from Barnard College, Columbia University. At J.P. Morgan Securities in London, she advanced to vice president in the Global Sales and Trading division. There, she applied market analysis and portfolio optimization to advise European central banks, global mutual fund managers, Fortune 500 pension funds, and insurance companies. This extensive experience and her time living overseas have given her a broad perspective that enriches her current advisory role. Like so many people in Port Townsend, Stephanie's passion for the sea is reflected in her past adventures, including sailing her own boat in Europe and the Caribbean before settling in Port Townsend. She raised her two daughters in Jefferson County and was actively involved in their schools. Committed to philanthropy, she has served on various local non-profit boards and was on the organizing committee of the Jefferson Community Foundation. Stephanie has a lifelong love for the arts, regularly attending performances and engaging in music and dance.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Stephanie Gale uses the trade name/DBA Gale Investment Management. All advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser. For a current list of our IARs please visit our website. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Financial Advisor's Specialties

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