Galileo Planning Group, Inc.

Galileo Planning Group, Inc. (CRD# 142586) is a financial advisory firm headquartered in San Mateo, CA. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Galileo Planning Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Ana D. Galutera
CRD#: 4630396
1300 S. El Camino Real, Suite 510, San Mateo, CA 94402
96
Wealthminder
score

Ana Galutera (CRD# 4630396) is an Investment Advisor Representative working at Galileo Planning Group, Inc. in San Mateo, CA and has over 15 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.

2
Charles V. Wise
CRD#: 4630322
1300 S. El Camino Real, Suite 510, San Mateo, CA 94402
96
Wealthminder
score

Charles Wise (CRD# 4630322) is an Investment Advisor Representative working at Galileo Planning Group, Inc. in San Mateo, CA and has over 17 years of experience in the finance industry. Charles Wise 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.

3
Joseph H. Clasgens
CRD#: 2199945
1300 S. El Camino Real, Suite 510, San Mateo, CA 94402
93
Wealthminder
score

Joseph Clasgens (CRD# 2199945) is an Investment Advisor Representative working at Galileo Planning Group, Inc. in San Mateo, CA and has over 25 years of experience in the finance industry.

4
Ramon R. Marquez
CRD#: 5681668
1300 S. El Camino Real, Suite 510, San Mateo, CA 94402
93
Wealthminder
score

Ramon Marquez (CRD# 5681668) is an Investment Advisor Representative working at Galileo Planning Group, Inc. in San Mateo, CA and has over 10 years of experience in the finance industry.

5
Perry A. Kotval
CRD#: 2027093
1300 S. El Camino Real, Suite 510, San Mateo, CA 94402
70
Wealthminder
score

Perry Kotval (CRD# 2027093) is an Investment Advisor Representative working at Galileo Planning Group, Inc. in San Mateo, CA and has 1 year of experience in the finance industry. Perry Kotval 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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