Matthew Gallo is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he serves families and businesses. He focuses on providing wealth management advice and guidance to high-net-worth clients, developing long-term client relationships through strategic wealth planning, personal retirement analysis, and professional money management. His client focus areas include corporate executive services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and sports & entertainment. Matthew holds a Bachelor's Degree in economics from Loyola Marymount University. He has earned several certifications and professional designations, including Certified Private Wealth Advisor® (CPWA), Certified Plan Fiduciary Advisor® (CPFA), Retirement Accredited Financial Advisor (RAFA), and Portfolio Manager in the Merrill Investment Advisory Program. He also holds Series 7 and 66 FINRA registrations. His background in finance and early passion for wealth management have guided his career in serving high-net-worth families, business owners, and individual investors. Outside of his professional work, Matthew is involved in community service as a Wish Grantor for Make-A-Wish Greater Bay Area. He also has personal interests that include adventure sports, basketball, biking, hiking, spending time with his family, and yoga.