Daniel J. Galli CFP®
We are Certified Financial Planner™ practitioners and fiduciaries who have been doing this for more than 30 years.
We help people figure out where they are now, where they're going and how they'll get there. Our goal is to help them make that happen.
We believe in the value of financial education and literacy. We are committed to our profession through our ongoing participation in the Financial Planning Association and the Certified Financial Planner Board of Standards.
As a small independent firm, we focus all of our resources, education, and experience on helping our clients. Our clients' success is our success.
Director of Financial Planning
Director of Operations
Communications and Marketing Consultant
Chief Operating Officer