With more than 25 years of experience in the financial industry, Stephanie Gale is a knowledgeable leader who brings a wide world of life experience to the table. Stephanie 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.