Stephen Gagliardi is a Managing Member and Investment Advisor Representative at Greenline Wealth Management. Stephen’s prior experience selling qualified retirement plans to corporations created an ideal foundation to begin his work as an investment advisor representative. Stephen has worked with hundreds of business owners to help them establish or review their corporation’s retirement plan and improve their existing corporate benefits.
As a member of the College For Financial Planning, Stephen holds the designation of Chartered Retirement Plans Specialist® and is licensed as an investment advisor representative. Stephen always strives to put his client’s interests first and above his own. Stephen will always listen to his client’s concerns, share all material information regarding investments and their risks, and treat the client’s financial goals with the same care and interest as if he were making the investment personally.
Stephen attended Saint Joseph’s University in Philadelphia where he received his Bachelor of Science in Entrepreneurship & Marketing. During his time at Saint Joseph’s University, he was a member of the club lacrosse team, the Entrepreneur Club, and was heavily involved with the Business Learning Community. When Stephen is not in the office, he enjoys spending time with friends and family, traveling, and being active in the community. Stephen looks forward to becoming your trusted partner and helping you get on track to reach your financial goals!