Marc Gallo, CASL®, AIF®
Guiding clients towards realizing their vision of security and fulfillment
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Serving Clients Nationwide
Guiding clients towards realizing their vision of security and fulfillment
Areas of Focus
- Business Owners
- Education Funding
- Employee Benefits
- Estate Planning
- Financial Planning
- Investment Management
- Life Insurance
- Retirement Planning
About Marc Gallo, CASL®, AIF®
With more than a quarter century in the financial service industry, I am an experienced financial professional who puts the best interests of my clients first. I pride myself on the care and attention I provide to every client, while also focusing on the processes that help clients on the path to financial freedom. In January 2015, I co-founded FIDES Wealth Strategies Group. The firm's name is based on the ancient Roman term for reliability, representing a sense of mutual trust between two parties. Always striving to maintain that spirit of trust and steadfastness, I remain dedicated to each client's needs and goals. I work primarily with high-income professionals, executives, retirees, and business owners in various industries, helping them work toward their financial goals.I am a Chartered Advisor for Senior Living (CASL®) and an Accredited Investment Fiduciary (AIF®), which helps me advise clients around many intricate issues and summarize those into easy-to-understand solutions. I carry a series 66 license and California insurance license. I was the co-host of "Your Family Matters" Saturdays at noon on KCBQ AM 1170 for seven years. I have been a featured speaker on many financial literacy issues for some of Southern California's top Fortune 500 companies, helping their employees better understand how to become more financially independent.
A San Diego native, my wife Kim and I live in the Point Loma area with our seven children. When I'm not at the office, I enjoy travel, golf and live music.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Chartered Advisor for Senior Living (CASL)
Primary Location
7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About FIDES Wealth Strategies Group
FIDES Wealth Strategies Group is an independent financial and investment planning firm serving individuals, families, and business owners seeking a trusted advisor relationship on their path toward attaining and maintaining financial independence.As independent wealth managers and financial planning professionals, we earn our clients' trust through a comprehensive process that places their interests first as we seek to provide an unparalleled planning experience.
Who We Serve
We work with individuals and families who value guidance, clarity, and a long-term relationship. We partner with pre-retirees and retirees navigating the complexities of retirement planning, and we serve professionals who are high income earners and/or have much of their net worth tied up in company stock and benefits plans. We also help High-Earner-Not-Rich-Yet (HENRY) individuals optimize their income through strategic planning, and we provide guidance to business owners looking to optimize their finances and plan for long-term growth.
Our Services
Our services include comprehensive financial planning, investment management, retirement planning, estate planning, business services, college planning, employee benefits, and insurance planning.
As your Personal CFO, we bring the full spectrum of wealth management capabilities and resources necessary to address complex financial needs, coordinating the many aspects of your financial life and continuously monitoring your investment strategy.
Why Work With Us
We believe confidence comes from knowing you are working with someone you can trust. Every successful financial journey starts with a conversation and a plan built around what matters most to you, and our process is designed to be thoughtful, collaborative, and entirely focused on your vision.
Marc Gallo is an investment advisor representative of The Wealth Consulting Group an SEC-registered investment advisor, doing business as FIDES Wealth Strategies Group. CA Insurance Lic. #0C15262. WCG 26-155
Education
San Diego State University
Volunteer Experience
President-elect for EO San Diego
Hobbies and Interests
- Family
- Golf
- Music
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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