Vanessa De Ingardia is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping clients achieve and maintain financial independence. Vanessa initiated her practice with A. G. Edwards & Sons, Inc. in 1998, and has been with Raymond James since 2008.
Vanessa is passionate about helping her clients preserve the legacy that each of her clients has worked hard to maintain, and views each client estate as a precious jewel to be safeguarded: “One never really owns the rarest and most precious of diamonds. Often, one is merely preserving each facet for a future generation”.
Vanessa graduated from the University of California Santa Cruz in 1995 with her degree in Latin American Economics. Vanessa also completed the designation of CERTIFIED FINANCIAL PLANNER™ professional in 2007.
To earn the CFP® certification, Vanessa completed an approved educational program, passed a rigorous examination, and met stringent experience requirements. Vanessa also adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Most recently, Vanessa attained her Series 24 General Securities Principal license, and became Owner and Manager of Blue Diamond Wealth Management in July 2016.
Vanessa has been actively involved completing marathons, triathlons, & other fund-raising events with the Leukemia & Lymphoma Society since her first event with Team In Training in 2001. Vanessa also enjoys boxing, dancing, wine-tasting, studying French, and chasing after her twin children alongside her husband Michael.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.