Gabby Cafalone

Client Services Associate

Head-and-shoulders portrait of a woman with curly brown hair, smiling, dressed in a black jacket and a patterned top, wearing a silver necklace with a curved pendant, against a plain light gray background.

I joined Cornerstone Wealth in June 2024 as a Client Service Associate, bringing with me experience as a Financial Paraplanner from a firm in Upstate New York. In my role, I focus on building meaningful relationships with clients and ensuring that their needs are met with the highest level of care and attention. I’m passionate about creating a welcoming and supportive experience for every client, helping them feel confident and valued along their financial journey.

What I love most about my work is the opportunity to connect with people on a personal level. I believe that every client deserves to feel heard and supported, and I take pride in being a trusted resource they can rely on. Whether it’s assisting with day-to-day needs or providing clarity on financial processes, I’m dedicated to making clients’ lives easier and fostering long-lasting partnerships.

Outside of work, I enjoy spending time outdoors, whether hiking, exploring, or simply appreciating nature. I’m also an avid sports fan, a book lover, and cherish quality time with friends and family. Whether at work or in my personal life, I’m always driven by my passion for connection and making a positive impact on those around me.

Education

SUNY Oswego: BS- Finance, Risk Management / Insurance

Professional Credentials

Securities Exams Passed:

  • Series 7 - General Securities Representative Exam

  • Series 65 - Uniform Investment Adviser Law Exam

  • Series 63 - Uniform Securities Agent State Law Exam

Insurance Licenses:

Life, Accident, and Health