With more than 25 years of experience in the financial industry, Stephanie Gale is a knowledgeable leader for the firm who brings a wide world of life experience to the table.
Stephanie Gale, CFP®, AIF®
Stephanie began working in the international bond markets after graduating with honors from Barnard College at Columbia University. As vice president of the Global Sales and Trading division of J.P. Morgan Securities, London, she advised European central banks, Fortune 500 pension funds, and Wall Street mutual fund managers on their investments.
Stephanie founded Gale Investment Management to avail private investors of her extensive experience in market analysis and portfolio optimization.
She is a registered representative and investment adviser representative of Commonwealth Financial Network® and a life and disability insurance agent who can provide a full range of investment and financial planning opportunities and guidance.
Sailing is one of Stephanie's true loves. She cruised aboard her own ketch in Europe and the Caribbean before anchoring in Port Townsend in 1995. Having found a homeport, she became a founding board member of Jefferson Community School and has served on the boards of Bergita House and Swan School, as well as the organizing committee of the Jefferson County Community Foundation, where she currently serves on the investment committee.
She has a lifelong passion for the performing arts, especially music and dance, and this is reflected in our firm's philanthropic giving.
Certification and Recognition
Stephanie Gale has attained the rigorous CERTIFIED FINANCIAL PLANNER™ certification (CFP®). Initial requirements asked her to take a CFP Board-registered course of study, demonstrate the ability to apply knowledge to client situations, complete a minimum of 6,000 hours of financial planning, and pass a 10-hour exam with an average pass rate of 56%. Continuing education requirements ensure that designees continue to meet a high standard of achievement.
She is also an Accredited Investment Fiduciary® (AIF®) Designee. The AIF® designation signifies a comprehensive knowledge of and ability to apply and adhere to fiduciary practices. It is widely acknowledged as a leading designation for investment fiduciaries for both individuals and retirement plans.
Stephanie Gale is proud to have been recognized as a Vista Club advisor for 2016—a distinction based on annual production that places her among the top 29 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Work with a CERTIFIED FINANCIAL PLANNER™ Professional
Raised in Port Townsend, Cecilia was fortunate to pursue her dream of becoming a ballet dancer by graduating from the Kirov Academy of Ballet in Washington, DC, simultaneously with earning her high school diploma.
Studying with an international cohort of students taught her to value diversity and unity of purpose. Her intensive dance training taught her discipline and attention to detail.
Cecilia appreciates the rich and simple life that Port Townsend has to offer and is glad to be helping clients enjoy financial confidence about their money.
By the time Karen was 15, she had saved $1,000 from babysitting and working at a bakery. Her father was impressed and took her out to lunch to explain investing. Karen made those savings last until her first year of college and has since been fascinated with the field of finance.
Karen joined our firm after working alongside local businesses for the past six years with the Jefferson County Chamber of Commerce.
She grew up in Tucson, Arizona, studied theatrical lighting design, and graduated at the top of her class from the Pacific Conservatory for the Performing Arts in Santa Maria, California. She moved to Port Townsend in 2008, where she has used her lighting skills for Centrum, Key City Public Theatre, and Dale Chihuly.
Karen brings her creative problem-solving and people skills to Gale Investment Management and is always expanding her eclectic skill set.