Steven Gallo: Partner at Marzano Capital Group

Life often takes interesting twists and turns.  Consider Steven Gallo, a partner at Marzano Capital Group.  After growing up in Lewisville and graduating from West Forsyth High School, Steven went to NC State University and earned a degree in psychology.  Yet, somehow, the road of life landed him in a great career working as a financial advisor with Marzano Capital Group.  

“While my degree and career seem somewhat incongruous on paper,” Steven concurred, “My degree is really beneficial in my work.  For 15 years, I’ve been able to help individuals, couples, and families – all with unique needs and goals, and help them articulate and formulate investment plans that yield long-term benefits.  I’m still using psychology to help dive deep into personal thoughts about money – often ideas that are generational in nature.  I’m also able to help couples get on the same page with financial decisions, and that is a big win.

“Plus, I love what I do.  One of my favorite things to do is help folks who need a roadmap.  They may be doing all the right things – working hard, saving money, and putting funds into an IRA.  But they have no idea what they have or what the long-term plan is.”

Steven explained, “Often, preparing the roadmap includes changing a mindset and considering better ways to do things.  For example, if you’re going to make it to 60 and have enough money – you have to have the right mindset in your 20s and 30s to get to the place of financial freedom.  So while my title is financial advisor, I’m often in the role of coach – teaching best practices to my clients so that, ultimately, they can go from years of savings and then transition to the freedom of spending.

“It’s fascinating,” Steven continued.  “To give an example – there are forty-three quintillion ways to solve a Rubik’s Cube.  That makes the puzzle seem impossible to master.  But a Rubik’s Cube can be solved in 20 moves.  The process doesn’t have to be overwhelming.  At the end of the day, the same process applies to money.  I may have five different families come to my office, and they are exactly the same on paper.  They are the same age, have the same assets, and make the same amount of money.  However, they will have five different financial outcomes based on their values, goals, circumstances, and other factors.  Because no matter what the twists and turns are along the way, getting to retirement may be the goal, but it’s what you do with your wealth that ultimately matters.”

One might say that Steven’s work in finance was destined.  After all, it’s in his blood.  “My dad worked in finances, too, so growing up, I was familiar with the industry.  I was also great friends with the founding partner, Jon Marzano.  We graduated from high school together and were always great friends.  So after I entered the field, I joined Marzano Capital Group in 2010.  It is a partnership that one could say was a lifetime in the making.”

Steven has a 13-year-old son.  He enjoys spending time with his son and girlfriend.  An avid fisherman, Steven enjoys being outdoors any chance he gets!  

Steven’s roots run deep in this community, and he is committed to building both wealth and trust with his clients, helping them save now so they can enjoy their long-term efforts when they are ready for their retirement years.

Marzano Capital Group is located at 2625 Neudorf Road, Suite 400 in Clemmons.  Call them at 336.766.0464 or visit them online at MarzanoCapitalGroup.com.  Also, be sure to like their page on Facebook.

Securities offered through LPL Financial, Member FINRA/SIPC, Investment advice offered through Independent Advisor Alliance, a registered investment advisor.  Independent Advisor Alliance and Marzano Capital Group are separate entities from LPL Financial.

SIDEBAR

TWO FUN FACTS & A TIP

Steven Gallo shares two fun facts and his best financial tip:

  1. If Steven could have any other career – he would want to be a record producer.  He loves music and has a wide range of musical tastes.
  2. When he’s not in the office, Steven can most often be found fishing.  

STEVEN’S TIP: Always pay yourself first.

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