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Martin G

CFP®, ChFC®, Series 66

Tampa, FL

Valley Wealth Managers, Inc.

Martin Gale is a CFP®, ChFC®, and holds a Series 66 license with 14 years of industry experience. He currently works at Valley Financial Management and has previously been associated with Hallmark Capital Management. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for a range of individual and institutional clients. The firm follows a client-driven investment process that includes discretionary management, financial planning, and uses a combination of individual stocks, bonds, mutual funds, and ETFs to meet client objectives.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management
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