Debra Gallant, financial advisor Rockville MD

Debra Gallant

CRD Number: 5725921
Current Firm: Gallant Financial Planning, LLC
Compensation Model: Fee Only

Debbie Gallant is the owner Gallant Financial Planning in Montgomery County, Maryland. She's a fee-only financial planner and investment advisor providing project and retainer based services to individuals, couples, and families.

 

Our services are in depth and comprehensive. We love what we do and will share our passion for our services with you. You'll further benefit from working with us by increased peace of mind knowing "we have your back." We provide individualized services to you so that our recommendations are tailored to your needs, goals, and priorities. Services include retirement and college planning, tax aware planning, insurance and estate planning reviews, employee benefit reviews, and investment advice or management (based on your preferences). 

 

We do not have asset or income minimums nor do we charge you based on your assets (no AUM fees! and no commisions because we won't sell you products). You pay a flat fee agreed upon up front for the services that you want.

 

Call or email for a phone consultation and we can then determine if you'd like to come in for a no charge initial consultation meeting.

 

Debbie is the former president of DC Metro chapter of the National Association of Personal Financial Advisor and is active with NAPFA, the Alliance of Comprehensive Planners, and the Financial Planning Association.

 

In addition to being a Certified Financial Planner, Debbie has furthered her eduction to add credentials of Registered Life Planner, Chartered Financial Consultant, and Chartered Retirement Planning Counselor.  Being a Registered Life Planner reflects Debbie's interest in the "whole person" rather than simply the numbers.  We will have conversations rather than presentations during our working meetings together.

 

Prior to becoming a CFP, Debbie was self employed for 15 years and ran two small businesses.  Previously, Debbie was a consultant to the Federal EPA and provided services relating to environmental policy and regulations for 11 years.  Debbie is a graduate of the University of Virginia (1984) and also holds a masters degree from UVA (1988).

 

Debbie lives in Rockville with her husband Ron, her son David (now in college) and two spoiled Cairn Terriers that they adopted from rescue groups. Debbie is an avid gardener and is learning German so when she visits her grandson in Bonn, she can communicate better.

CONTACT
Similar Advisors
Jim David, financial advisor Rockville MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Rockville MD
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
Jessica Doll, financial advisor Rockville MD
Jessica L. Doll
CRD# 5969842
Reframe Wealth, LLC
Professional Designations
Company Name Location Dates Years
Gallant Financial Planning, LLC Rockville, MD Oct 2009 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2009
Contact Info for Debra H. Gallant
Phone Number: 301-461-8492
Advisor Website: http://GallantFP.com
Registered State(s):
  • DC
  • MD
  • NY
Current Firm Details
Gallant Financial Planning, LLC
Firm's CRD Number: 151519
By the Numbers
  • Total Assets Under Management
    74
    MILLIONS
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $329,778
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, MD, NY

Ready to hire a financial advisor? Get competitive proposals from Debra Gallant and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.