Highrise Networks | Marc Gallo

Fides Wealth Strategies Group

7676 Hazard Center Drive
San Diego, CA 92108

 

d. (619) 546-6013

mgallo@fideswealth.com

 

http://www.fideswealth.com/

HIGHRISE GROUP:

San Diego II

Marc Gallo

Partner

With almost twenty years of experience in the financial services industry, Marc is a professional who cares about the best interests of his clients. Marc prides himself on the meticulous care and attention he gives every client. In January of 2015 Marc co-founded Fides Wealth Strategies Group. While researching the appropriate name for our new firm we found that the Roman concept of fides meant reliability or a sense of trust between two parties. It seemed to be a solid meaning of who we are and appropriately represents us.

Marc’s practice has developed from assisting clients with their long-term care insurance needs to comprehensive financial planning. "I had clients who were getting advice from their CPA, attorney, and their broker. I feel there is a lot of overlap in these three disciplines. What I found is that the vast majority of people are looking for an adviser to bring together all of this. They want someone who can work with their professionals and ultimately provide them with a comprehensive financial plan which is both practical and useable."* Marc then took this experience to the airwaves where he co-hosted "Your Family Matters" Saturday’s at 12:00 p.m. on KCBQ AM 1170 for seven years. Marc has been a featured seminar speaker on planning techniques and also many venues as part of his role on KCBQ and KPRZ radio.

A San Diego native, Marc, his wife Kim, and seven children live in the Rancho San Diego area.

CA Insurance License #0C15262

Marc Gallo is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and Fides Wealth Strategies Group are separate entities from LPL Financial.

*Tax and legal services are not offered by LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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800 S. Figueroa, Suite 925

Los Angeles, CA 90017

 

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(213) 712-9080

 

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