by Taylor Brown | Nov 7, 2025
About Jon Galvez is a financial advisor who believes lasting financial progress begins with education, trust, and consistent action. He was first introduced to the Finance Industry by a family mentor—an experience that revealed how little most people, himself...
by Taylor Brown | Nov 7, 2025
About Lisa Gallo has been helping people make sense of their finances for more than 35 years. A Certified Financial Planner™ and a graduate of California State University, Hayward, with a degree in Business and Finance, Lisa combines decades of industry knowledge with...
by Taylor Brown | Nov 6, 2025
About Catherine Fadian-Lewandowski supports advisors and clients as an Administrative Assistant, managing client paperwork, responding to inquiries, and helping ensure smooth day-to-day operations. Her attention to detail and strong organizational skills help create a...
by Taylor Brown | Nov 5, 2025
About As Director of Business Development, Cortney works closely with financial advisors to identify meaningful growth opportunities, deliver tailored solutions, and ensure the firm’s platform evolves to support each advisor’s long-term goals. She also leads a...
by Taylor Brown | Nov 4, 2025
About As a registered Social Security Analyst, along with my team of financial planning specialists; we are here to help guide you through the noise and create a flexible plan with no fluff or pressure. We believe your retirement income plan and social security...
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