Barb Camaglia (BBA, CFP®, CFS®, CPA®, MBA)

Barb Camaglia focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Planning for retirement and distribution after retirement. Managing and constructing portfolios. Cash Flow Management Determining appropriate values of life and disabilty insurance. College Planning Tax efficient investing. Provide college planning and special projects. Specialize in planning for professionals, including professors, teachers, doctors and lawyers. Also advise business owners and employees.

Additional Information

Barbara has both experience in personal financial planning and investment management as well as in corporate finance. Her credentials and experience allow her to construct financial models for each client's needs as well as integrate tax efficiency into the plan and construct indiviualized portfolios for each client's needs.

NAPFA Start Date

March 01, 2006

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This Office

3401 Enterprise Pkwy Ste 340 Beachwood, OH 44122-7340 Phone: (216) 571-6711 Fax: (440) 498-9690