Ana Galutera, financial advisor San Francisco CA

Ana Galutera

CRD Number: 4630396
Current Firm: Cerity Partners LLC

Ana Galutera (CRD# 4630396) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has over 21 years of experience in the finance industry. Ana Galutera has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cerity Partners LLC New York, NY Apr 2023 - Current < 1
Galileo Planning Group Menlo Park, CA Nov 2006 - Mar 2023 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Ana D. Galutera
Phone Number: 212-850-4260
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    53,331
    MILLIONS
  • Total Number of Accounts
    11,327
    ACCOUNTS
  • Average Account Value
    $4,708,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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