Steven Gallo, CFP®, Partner, Financial Advisor

Steven Gallo is a Financial Advisor with Marzano Capital Group. With over 20 years of industry experience, he advises and manages the financial assets of a select group of affluent families, closely held private businesses and non-profit organizations. Steven has a comprehensive process that allows his clients to make prudent financial decisions in order to work towards, and exceed, their financial goals. He strives to build trust and looks to develop long term, mutually beneficial partnerships with his clients.

Nurturing Generational Wealth: Passing on More Than Money

Steven Gallo, CFP®, Partner, Financial Advisor June 1, 2024

by STEVEN GALLO, CFP®, FINANCIAL ADVISOR In the realm of affluent families, securing a financial legacy is a common objective. It’s not merely about transferring wealth; it’s about imparting values,

Steven Gallo, CFP®, Partner, Financial Advisor

Nurturing Generational Wealth: Passing on More Than Money

Articles By Steven Gallo, CFP®, Partner, Financial Advisor

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