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Gregory G
Series 63, Series 65
Orlando, FL
Fund Advisors of America Inc
Gregory Galloway is a financial advisor with Fund Advisors of America Inc in Orlando, FL, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Fund Advisors of America since 1993. Fund Advisors of America provides discretionary investment management and financial planning services to individual clients, including high-net-worth households, focusing on retirement planning, college funding, and mutual-fund based investing. The firm uses a combination of modern portfolio theory, asset allocation, and fundamental, technical, and cyclical analysis, employing a range of instruments such as equities, mutual funds, ETFs, leveraged index funds, and option strategies.
Richard P
Series 63, Series 65
Orlando, FL
Fund Advisors of America Inc
Richard Pfeifer is a financial advisor with Fund Advisors of America Inc in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fund Advisors of America since 2004. Fund Advisors of America provides discretionary investment management and financial planning services primarily to individual clients, including high-net-worth households, focusing on retirement planning, college funding, and mutual-fund based investing. The firm employs a tailored investment approach using a combination of modern portfolio theory and various analytical methods, incorporating a range of instruments such as equities, mutual funds, ETFs, leveraged index funds, and option strategies.
Thomas S
Series 65
Orlando, FL
Fund Advisors of America Inc
Thomas Schwalbe is a financial advisor at Fund Advisors of America Inc with a Series 65 designation and five years of industry experience. He has been with Fund Advisors of America since 2020 and has also worked with Patriot Group International since 2010. Outside of finance, Mr. Schwalbe owns and operates Icon Security Consulting, LLC, providing security services to government personnel in high-threat areas. Fund Advisors of America offers discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes retirement planning and mutual-fund based investing, employing a portfolio construction approach that integrates modern portfolio theory with fundamental and technical analysis, including the use of leveraged index funds and option strategies.
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