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Financial Planner Barbara Camaglia, MBA, CFP®, CFS, CPA in Beachwood OH

Barbara Camaglia, MBA, CFP®, CFS, CPA

President at Legacy Financial Advisors, LLC
Beachwood, Ohio

(216) 571-6711



Contact Details

Company Name Legacy Financial Advisors, LLC
Logo Legacy Financial Advisors, LLC Company Logo by Barbara Camaglia, MBA, CFP®, CFS, CPA in Beachwood OH
Position President
Website
Main Phone (216) 571-6711
Main Location
3401 Enterprise Parkway, Suite 340
Beachwood, OH 44122
United States
Map View Location of Barbara Camaglia, MBA, CFP®, CFS, CPAFinancial Planner

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Professional Background

Associations AICPA, NAPFA
Credentials CFP(r), CPA, MBA (Finance)
Fees and Services Hourly, Fixed Fees

About Legacy Financial Advisors, LLC

Barbara Camaglia is the president of Legacy Financial Advisors, a Fee-Only Registered Investment Advisory and financial planning firm located in Beachwood, Ohio. Legacy Financial Advisors provides financial planning and investment advice on an hourly or retainer basis. There are never any commissions involved or products sold because Barbara believes that this often creates a conflict of interest to the detriment of the client. Each client is served as a unique individual and planning is approached from the perspective of providing a sound foundation to make strategic decisions and to highlight potential weaknesses and opportunities rather than a way to sell products.

 

Barbara authored and ran a financial model that CEI and four other CAPCO companies used to forecast the cost of financing nuclear fuel; one of her early endeavors in creating financial models. The creation of a workable and insightful financial plan is actually the creation of a financial model which allows clients to see the landscape they face along with exposing their potential weaknesses and strategic opportunities.

 

Portfolios are approached from the same perspective where asset allocation, long term performance, cost and tax efficiency are combined to create an effective portfolio for client needs. Each client has a portfolio created for their needs that encompasses all of their accounts including company retirement plans.

 

While Barbara holds a BBA with Highest Honors (major in Finance) and a MBA (with a major in Finance) from Emory University, she also has years of experience in corporate finance and personal financial planning. She has been a CFP certificant since 1990, a CFS (Certified Mutual Fund Specialist) since 1992, a CPA since 2001 (she was honored to be one of the top ten scorers on the exam that year), and she became a Chartered Management Global Accountant in 2012. These credentials and experiences enable Barbara to provide the customized services her clients need.

 

Barbara's professional associations enable her to keep abreast of the changing landscape and seize on opportunities for clients as well as avoid pitfalls. She is a full member of the National Association of Personal Financial Advisors and has held various positions on the Midwest and National Board of Directors. She has been included in The Best Financial Advisors for Doctors since 2010 by Medical Economics. She is a member of the AICPA as well as being a Tax Section member and a Personal Financial Planning Section member. Barbara was a member of Ed Slott's Elite Advisor Group for several years, has given seminars for OPERS in the areas of financial and estate planning, and presented to Ohio's CPAs on college funding and wealth management at the Northeast Ohio Accounting Show for many years. She has also been Chairman of the Financial Planning Section of the Ohio Society of CPAs in Cleveland.

 

Each year Barbara is able to welcome a smaller number of new clients to her practice since she spends more time working with returning clients.Barbara and her husband Fred have two grown children. Michael graduated from Ohio State University's Fisher School of Business in 2011 (real estate major) and from Cleveland State University Marshall College of Law in December 2015, admitted to the State of Ohio bar in May 2016. He is currently actively involved in severak businesses including building and rehabbing properties. Stephanie graduated cum laude with a BA in Biology from Harvard University, from Case Western Reserve Medical School  and residency in July 2014. She is currently practicing internal medicine in Cleveland. Stephanie' s husband David went to med school with her and is a surgical resident at the Cleveland Clinic. They have a daughter who is almost three years old .

 

Legacy Financial Advisors offers an introductory meeting at a special rate of $35 (up to one hour) to $45 for over an hour meeting. Current clients have found that this is the most effective way to answer your questions, to determine the work that you need to have done and to acquaint you with the process so that you have the understanding you need to make an informed decision. Visit our website to learn more about financial planning and how you can utilize it to help you reach your goals. Experience financial planning from a different perspective; we concentrate on providing solid financial advice rather than providing a bit of finance packaged in a sales approach. We encourage you to contact Barbara today to set up a meeting.