About Us
We don’t do boilerplate at Galileo Planning Group Inc. We don’t rubber-stamp, and we don’t fit you into someone else’s box. What we do is provide highly customized wealth planning strategies that encompass all areas of your finances, including investments, retirement, and taxes. Our mission is to provide the education, counsel, organization, and structure you need to attain your goals and make your life easier.
After years as principals in another financial firm, our founders started Galileo Planning Group Inc. in response to the firm and industry changes they witnessed. We wanted to do only the things that served our clients, and we built Galileo Planning Group Inc. to do just that.
Today, we offer highly consultative planning to clients in the San Francisco Bay Area and nationwide from our office in Menlo Park, California. We are not a money manager. Rather, we are strategic advisors with a fiduciary obligation to craft the financial and investment solutions that meet your specific and ongoing needs.
We are not money managers. Rather, we are strategic wealth advisors. We provide straightforward advice that is achievable and relevant to your life.
We apply our expertise and experience to all areas of your wealth, including investments, retirement, cash flow, and taxes.
We get to know you as a person so we can develop a one-to-one relationship that helps you feel like we are taking care of you.
We are investment-platform agnostic. We will work with your custodian (or custodians) to implement our portfolio recommendations.
We delve into the details when constructing your portfolio, including defining the investment strategy in light of your goals and selecting the appropriate allocations.
Rather than try to time the markets, we base our investment advice on academic research and our decisions on asset allocation. We seek investments that appear to offer the highest rate of return with the least expenses and most tax efficiency.
