Lisa Gallo Email & Phone Number
Financial Advisor, CFP @ Encompass More Group
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Lisa Gallo Location
- California, United States
Lisa Gallo Work
- Financial Advisor, CFP @ (January 2024 - Present)
- Certified Financial Planner @ (October 2018 - February 2024)
- CFP @ O'Donnell Financial Group (October 2018 - February 2024)
- Certified Financial Planner @ United Planners Financial Services (June 2017 - October 2018)
- Financial Advisor, CFP @ (January 2014 - June 2017)
- Wealth Management Associate @ Summit (October 2012 - July 2013)
- Vice President and Investments @ (November 2006 - October 2012)
- Vice President and Investments @ (June 1995 - November 2006)
Lisa Gallo Education
- University of California, Berkeley
(Certified Financial Planner)
2012-2014 - Cal State East Bay- College of Business & Economics
BS (Business Admin/Finance)
1992-1995 - California State University - East Bay
Bachelor of Science - BS (Business/Finance)
1990-1995 - California State University - East Bay
- The American College of Financial Services
Lisa Gallo Skills
- Financial Advisory
- Investments
- Retirement Planning
- Strategic Financial Planning
- Options
- Wealth Management
- Portfolio Management
- Mutual Funds
- Securities
- Investment Advisory
- Asset Management
- Asset Allocation
- Alternative Investments
- Equities
- Investment Strategies
- Financial Analysis
- Series 7
- Series 63
- Series 65
- Public Speaking
- Fixed Income
- Strategic Planning
- Marketing
- Project Management
- Trading
Lisa Gallo Summary
- Lisa Gallo, based in California, United States, is currently a Financial Advisor, CFP at Encompass More Group. Lisa Gallo brings experience from previous roles at Independent Financial Group, LLC, O'Donnell Financial Group, United Planners Financial Services and National Planning Corporation (NPC). Lisa Gallo holds a 2012 - 2014 University of California, Berkeley. With a robust skill set that includes Financial Advisory, Investments, Retirement Planning, Strategic Financial Planning, Options and more. Lisa Gallo has 3 emails and 2 mobile phone numbers on RocketReach.
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