About Lisa

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 a down-to-earth, client-first approach. 

Over the years, Lisa has worked with respected firms like the Pacific Coast Stock Exchange, Oppenheimer & Company, Hoefer & Arnett, Wedbush Securities, Vitucci & Associates, and the O’Donnell Group. She holds a wide range of securities licenses (Series 4, 7, 63, 66, 97, and 98) and completed her CFP® certification through UC Berkeley. From market swings to tax law updates and major life transitions, she’s helped clients confidently navigate it all. 

Lisa focuses on retirement planning, investment strategy, risk management, tax planning, and consultative financial planning. But more than anything, she’s about asking the right questions, understanding what really matters to her clients, and building plans that reflect their goals and lifestyle. Whether you’re trying to pay off debt, figuring out the best time to claim Social Security, or simply wanting to know you’re on track for retirement, Lisa’s here with thoughtful, real-world advice.

Clients often say they value Lisa’s calm presence and ability to explain things clearly—no jargon, just straight answers. She takes pride in helping people feel more in control of their money and more confident about the road ahead. 

Originally from San Francisco’s Outer Sunset neighborhood, Lisa now lives in the East Bay. Outside of work, she enjoys cooking, entertaining, and catching up with family and friends—usually with a good glass of wine in hand. She’s also a loyal fan of Bay Area sports teams and loves cheering them on whenever she can.