Why We're Different

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Confused by all those letters financial planners use? The CFP® certification stands above the rest.

Stephanie Gale's CFP® certification can be verified at the link below by entering her first and last name.



Stephanie Gale CFP

We put your best interests first.

Stephanie Gale is a fiduciary while managing your assets. This obligates her to base her recommendations on your best interests, fully disclosing any conflicts of interest (actual, potential, or perceived). 

She has attained the gold standard of certification in the industry, the CERTIFIED FINANCIAL PROFESSIONALTM certification.

The CFP® mark identifies those individuals who have met the rigorous experience and ethical requirements of the Certified Financial Planner Board of Standards, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:

  • The financial planning process
  • Risk management
  • Investments
  • Tax planning and management
  • Retirement and employee benefits
  • Estate planning

CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP Board's Code of Ethics & Standards of Conduct, and Financial Planning Practice Standards.

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Stephanie Gale has also earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies. The AIF® designation signifies a comprehensive knowledge of and ability to apply to fiduciary practices. It is widely acknowledged as the leading designation for investment fiduciaries for both individuals and workplace retirement plans.

CFP Learning Center

Check out the CFP Board's Learning Center for insights on personal finance issues, and complex ideas and strategies made accessible and understandable.