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

Stephanie M. d'Ippolito, CFP®

Director, Advisory

The Clarius Group, LLC

999 3rd Ave, Ste 3050
Seattle, WA 98104-4057
FINANCIAL ADVISOR'S WEBSITE
(206) 462-7414 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 The Clarius Group, LLC 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


FINRA BrokerCheck

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