Stephanie M. d'Ippolito,  CFP<sup>&reg;</sup> - Financial Advisor

Stephanie M. d'Ippolito, CFP®

Director of Financial Planning

Freestone Capital Management

701 Fifth Avenue, 74th Floor
Seattle, WA 98104
FINANCIAL ADVISOR'S WEBSITE
(206) 707-7323 CONNECT WITH Stephanie
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General

Stephanie d'Ippolito is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Freestone Capital Management in Seattle, WA and the surrounding communities.

Financial Advisor Overview

With more than 10 years of experience in the financial services industry, Stephanie specializes in comprehensive financial planning, assisting Advisors & their clients with identifying personal and financial goals, and working with them to develop and implement strategies to meet those goals. In addition, Stephanie leads the financial planning efforts at Freestone Capital, researching current financial planning trends, providing our Advisors with best practices, and coordinating with third parties when necessary, to give our clients the best experience possible.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WA, OR, MI
  • Health/disability insurance: WA, OR, MI

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

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

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Helpful Financial Planning Resources