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Type of Compensation

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Planner's Licenses / Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®) Chartered Financial Consultant (ChFC^®) Chartered Life Underwriter (CLU)

Certified Public Accountant (CPA) Attorney (JD)

Income Range

$0 - $50,000 $50,000 - $100,000 $100,001 - $250,000 $250,001 - $500,000

$500,001 - $1,000,000 $1,000,000+

Investable Assets

$0 - $100,000 $100,001 - $250,000 $250,001 - $500,000 $500,001 - $1,000,000

$1,000,001 - $5,000,000 $5,000,000+

Planner's Specialties

Major Life Changes

401(k)/403(b)/IRAs Annuities Arbitration & Mediation Asset Allocation Attending College

Banking Bankruptcy Budget & Debt Management Business Taxes Buying a Home Career Change Charitable & Planned Giving Comprehensive Financial Planning Corporate Finance Cross-border Planning Disaster Recovery Employee Benefits Estate Planning Getting Divorced Getting Married Government & Military Identity Theft Insurance Investment Management Irregular Income Job Loss Life Planning Limited Partnerships Long-term Care Medical & Health Issues Men's Finances Minority Financing Mutual Funds Nontraditional Households Personal Taxes Real Estate Retirement Special Needs Starting a Family Startup Stocks & Bonds Succession Planning Sudden Wealth Tangible Assets Women's Finances

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George R. Gagliardi

CFP^®, MBA

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Lexington, MA and the surrounding communities.

Coromandel Wealth Management

13 Maple Street
Lexington, MA 02420

(781) 728-9001

CONNECT WITH George

Camille Gagliardi

MBA, CFP^®, CIMA^®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving West Hartford, CT and the surrounding communities.

Ameriprise Financial Services, LLC

57 North Main St
West Hartford, CT 06107

(860) 313-1313

CONNECT WITH Camille

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[email protected]
800-322-4237 U.S. and Canada
303-759-4900 International

1290 Broadway
Suite 1625
Denver, CO 80203

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What is FPA Plannersearch?

Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.

The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP^® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.