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Annette G

Moorpark, CA

Kelsey Financial, LLC

Annette Gallo is a financial advisor at Kelsey Financial, LLC with 10 years of industry experience. She has worked at Western International Securities and Financial West Group, and has been self-employed since 2003 as a hair stylist, dedicating a significant portion of her time to that non-investment activity. Kelsey Financial serves individual clients, pension and profit-sharing plans, charitable organizations, corporations, and registered investment advisers. The firm employs a discretionary investment approach combining model-based and tactical asset allocation with economic, quantitative, and fundamental analysis, and offers a variety of services including portfolio management, financial planning, and pension consulting.

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