Galileo Planning Group, Inc.

Galileo Planning Group, Inc. (CRD# 142586) is a financial advisory firm headquartered in Menlo Park, 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
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
Joseph H. Clasgens
CRD#: 2199945
4600 Bohannon Drive, Suite 260, Menlo Park, CA 94025

Joseph Clasgens (CRD# 2199945) is an Investment Advisor Representative working at Galileo Planning Group, Inc. in Menlo Park, CA and has over 32 years of experience in the finance industry.

2
Perry A. Kotval
CRD#: 2027093
4600 Bohannon Drive, Suite 260, Menlo Park, CA 94025

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

3
Ramon R. Marquez
CRD#: 5681668
4600 Bohannon Drive, Suite 260, Menlo Park, CA 94025

Ramon Marquez (CRD# 5681668) is an Investment Advisor Representative working at Galileo Planning Group, Inc. in Menlo Park, CA and has over 16 years of experience in the finance industry.

4
Charles V. Wise
CRD#: 4630322
4600 Bohannon Drive, Suite 260, Menlo Park, CA 94025

Charles Wise (CRD# 4630322) is an Investment Advisor Representative working at Galileo Planning Group, Inc. in Menlo Park, CA and has over 23 years of experience in the finance industry.

5
Thomas M. Wise
CRD#: 7008571
4600 Bohannon Drive, Suite 260, Menlo Park, CA 94025

Thomas Wise (CRD# 7008571) is an Investment Advisor Representative working at Galileo Planning Group, Inc. in Menlo Park, CA and has over 5 years of experience in the finance industry.

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