Cfp Cima Cpwa Christopher Gallo

FAQ About Cfp Cima Cpwa Christopher Gallo

• What is Cfp Cima Cpwa Christopher Gallo's address?

  Cfp Cima Cpwa Christopher Gallo is located at
  Santa Barbara County, California, United States

• What is Cfp Cima Cpwa Christopher Gallo's job title?

  Cfp Cima Cpwa Christopher Gallo is a
  Hello! I've been working in financial services in Santa Barbara and Montecito since graduating from UCSB in 1992. What do I do? I manage finances for local families and individuals. That begins with comprehensive, personalized financial planning. From this I help design strategies that make sense. After these initial steps, I manage service, in-person reviews, revisions to your plan and investment changes. Why do I work for UBS? UBS is a firm that offers boutique service to clients while also having the backing and range of investment solutions that comes from being the world's largest wealth manager. Who are my clients? I work for individuals and families, primarily in our Santa Barbara area. Why do client choose to work with me? -Experience: Having been an advisor for 27 years gives my clients the advantage of my long term perspective and accumulated knowledge. -Credentials: I believe that ongoing education is a must to be a great advisor. I am a Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA) and a CPWA. I chose these three because they complement each other in areas of client needs. -Transparent costs: Clients know what they are paying UBS and I prior to investing and throughout our relationship. My very competitive price is also figured into all performance reports. -Innovative Ideas: UBS is pushing forward into emerging areas that clients care most about: active philanthropy, legacy planning and a host of sustainable solutions. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.** Ubs

• What industry does Cfp Cima Cpwa Christopher Gallo currently work in?

  Cfp Cima Cpwa Christopher Gallo currently works in the
  Ubs

• What is Cfp Cima Cpwa Christopher Gallo's area of expertise?

  Cfp Cima Cpwa Christopher Gallo specializes in
  Hello! I've been working in financial services in Santa Barbara and Montecito since graduating from UCSB in 1992. What do I do? I manage finances for local families and individuals. That begins with comprehensive, personalized financial planning. From this I help design strategies that make sense. After these initial steps, I manage service, in-person reviews, revisions to your plan and investment changes. Why do I work for UBS? UBS is a firm that offers boutique service to clients while also having the backing and range of investment solutions that comes from being the world's largest wealth manager. Who are my clients? I work for individuals and families, primarily in our Santa Barbara area. Why do client choose to work with me? -Experience: Having been an advisor for 27 years gives my clients the advantage of my long term perspective and accumulated knowledge. -Credentials: I believe that ongoing education is a must to be a great advisor. I am a Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA) and a CPWA. I chose these three because they complement each other in areas of client needs. -Transparent costs: Clients know what they are paying UBS and I prior to investing and throughout our relationship. My very competitive price is also figured into all performance reports. -Innovative Ideas: UBS is pushing forward into emerging areas that clients care most about: active philanthropy, legacy planning and a host of sustainable solutions. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

• Which languages does Cfp Cima Cpwa Christopher Gallo speak? 

  Cfp Cima Cpwa Christopher Gallo speaks the following languages:
  No languages available.

• Which industries has Cfp Cima Cpwa Christopher Gallo previously worked in?   

  Cfp Cima Cpwa Christopher Gallo has prior experience in the following industries:
  Hope School Board , Merrill Lynch Wealth Management Bank Of America

• What is Cfp Cima Cpwa Christopher Gallo’s work experience?  

  Cfp Cima Cpwa Christopher Gallo has the following professional experience:
  Ubs , Hope School Board , Merrill Lynch Wealth Management Bank Of America .

• How can I find Cfp Cima Cpwa Christopher Gallo on LinkedIn?  

  You can view Cfp Cima Cpwa Christopher Gallo’s
  LinkedIn profile at LinkedIn URL.

• What are Cfp Cima Cpwa Christopher Gallo’s work email addresses?  

  Cfp Cima Cpwa Christopher Gallo’s work email addresses are
  [email protected] .

• What company does Cfp Cima Cpwa Christopher Gallo work for?  

  Cfp Cima Cpwa Christopher Gallo works at
  Ubs