Gina Gallo has been providing financial advice to Brevard County residents since 1993. After graduating from the University of South Florida in 1991, she began her career in the brokerage department of a local bank. She earned the professional designation of Certified Financial Planner™ in 1997. Shortly thereafter, Gallo and Russell was created, a Registered Investment Advisor firm where Gina began to implement the vision of providing unbiased financial advice, along with her business partner Dale Russell. In 2023 Gallo and Russell merged with a local investment management firm called Foresight Wealth Solutions, which shares the same beliefs and ideals.
As a CFP® professional, Gina provides expert assistance on financial planning topics and wealth management. Gina’s 30 years of experience as an investment advisor uniquely positions her to assist clients in asset accumulation, retirement planning and overall financial security.
To ensure clients' interests come first, conflicts of interests are eliminated by not accepting incentive compensation from any person or entity in any form including lunches, marketing reimbursements, trips or referral fees. The firm is designed so that the company's success is based on the quality of advice and service, not quantity of clients or sales. Unlike many firms, there are no sales quotas or preferred products.
Gina Gallo has lived in the Brevard County area for most of the past 35 years. She maintains professional designations by meeting extensive continuing education requirements each year.