Donna Gallo, CFP^®, RICP^®, AIF^®

Director of Financial Planning

Donna Gallo joined Capital Management Group in 1996 to oversee the organization and implementation of client education events. Over the years, her responsibilities grew as she increasingly became involved on the financial planning side of the practice. She obtained the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation in order to transition to a role that was entirely focused on financial planning.

 

In her current position as the Manager of the Financial Planning Department, Donna is responsible for developing and presenting financial plans, evaluating current investment and insurance plans, monitoring account activity, and maintaining an extensive knowledge of strategies, investments and money managers. She interfaces directly with many of the firm’s clients, and plays a critical role in conveying complex information in a way that helps clients make better-informed decisions about their financial future.

 

Donna is a graduate of Rollins College in Winter Park, FL where she earned a degree in Economics.  She also holds FINRA Series 7 and FINRA Series 63 securities registration as well as Life and Health insurance licenses.

 

Originally from Upper Nyack, NY, Donna now lives in Manhattan.  In her free time, she enjoys theatre and the arts, and spending time with her family.