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Gisella Tomasio
Financial Advisor at Ameriprise Financial
Professional Background
Gisella Tomasio is an accomplished Financial Advisor and Franchise Owner at Ameriprise Financial Services, Inc., where she has dedicated her professional life to helping clients achieve their financial aspirations. With a rich background in both finance and personalized client service, Gisella believes that success should not merely be quantified by financial outcomes but by the confidence her clients feel about their future. She has built her career around crafting personal relationships with her clients, providing them with expert, tailored advice that empowers them to make informed decisions regarding their finances. At Ameriprise Financial, she delivers an array of financial strategies, products, and services designed to meet the diverse needs of her clients—offering tools and insights exactly when and where they need them.
Gisella focuses on a variety of areas in her practice, ensuring that she addresses a comprehensive suite of financial needs. Her expertise spans across charitable giving, estate planning strategies, retirement planning strategies, small business advising, domestic partner planning, family finances, saving for education, and developing financial strategies for women. By leveraging her education and qualifications, she tailors her advice to meet the unique challenges and goals of each client.
Education and Achievements
Gisella Tomasio's academic journey includes her studies at the prestigious La Sorbonne, where she honed her analytical skills and gained a global perspective that informs her financial practice. Such an esteemed background equips her with the tools to approach financial advising not just from a numbers-based perspective but as a holistic process that incorporates her clients' life goals into their financial plans.
Throughout her career, Gisella has earned several notable awards and recognitions. She has been honored as a FIVE STAR Wealth Manager from 2012 to 2016, with the distinction of being featured in the Wall Street Journal in 2017. In addition to this, she has received a Better Business Bureau Accreditation in 2012, further cementing her commitment to ethical practices and client satisfaction. Additionally, Gisella has twice received the Woman's Choice Award in both 2014 and 2017, showcasing her dedication to serving women in their unique financial journeys.
Areas of Focus
Gisella's practice encompasses a broad range of specialized areas, including:
- Charitable Giving
- Estate Planning Strategies
- Retirement Planning Strategies
- Small Business Consultation
- Domestic Partner Planning
- Family Finances
- Saving for Education
- Women's Financial Strategies
By focusing on these areas, Gisella provides an all-encompassing approach to financial wellness, working enthusiastically to equip her clients with not just the strategies they need but also the confidence to execute them. Each consultation with Gisella is designed to instill a sense of clarity and purpose, allowing her clients to visualize their future with optimism and confidence.
Interests and Personal Life
In addition to her work as a Financial Advisor, Gisella Tomasio is a passionate international traveler, relishing the opportunity to explore new cultures and cuisines. Some of her favorite countries to visit include Peru, Chile, Argentina, France, and the United Kingdom. Her love for international cooking complements her travels, allowing her to bring back diverse flavors and experiences, enriching her life and the lives of those around her. This passion for travel and cultural exchange contributes to her well-rounded perspective as a Financial Advisor, enhancing her empathy and understanding of her clients’ varied backgrounds and aspirations.
Through her established career with Ameriprise Financial and her commitment to providing exceptional service, Gisella Tomasio exemplifies what it means to be a trusted financial partner. Her combination of expertise, experience, and a client-first approach makes her a distinguished figure in the field of financial advising. Her dedication to empowering individuals and families to feel secure about their financial futures underscores her mission, showcasing why she is a leading choice for those seeking guidance in their financial journey.