Marc Gallo CASL®AIF®

Managing Partner

How I can help you

With more than a quarter century in the financial service industry, Marc is an experienced financial professional who puts the best interests of his clients first. He prides himself on the care and attention he provides to every client, while also focusing on the processes that help clients on the path to financial freedom. In January 2015, Marc 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, Marc remains dedicated to each client’s needs and goals. He works primarily with high- income professionals, executives, retirees, and business owners in various industries, helping them work toward their financial goals.

What makes me knowledgeable

Marc is a Chartered Advisor for Senior Living (CASL®) and an Accredited Investment Fiduciary (AIF®), which helps him advise clients around many intricate issues and summarize those into easy-to-understand solutions. Marc carries a series 66 license and California insurance license. Marc was the co-host of “Your Family Matters” Saturdays at noon on KCBQ AM 1170 for seven years.  He has 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.

Getting to know me

A San Diego native, Marc and his wife Kim live in the Point Loma area with their seven children. When he’s not at the office, Marc enjoys travel, golf and live music.

Marc A. Gallo, CASL®, AIF®
Managing Partner, Personal CFO

CA Insurance License #0C15262
7676 Hazard Center Drive, Suite 1050
San Diego, CA  92108
Tel. (619) 546-6041 | Fax (619) 546-6211

Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors, The Wealth Consulting Group and FIDES Wealth Strategies Group are separate entities.

FIDES Wealth Strategies Group, and WCG Wealth Advisors, LLC do not offer tax or legal advice.