A complete list of active advisors currently associated with Gallo Lupo LLC
Warmer can help you find a great advisor at Gallo Lupo LLC or one who fits your needs even better.
Gallo Lupo LLC dba Gallo Lupo Retirement Guides provides retirement-focused financial planning and retirement plan sponsor services to plan fiduciaries as well as to individuals and families transitioning to or in retirement. Services described in the brochure include retirement readiness and distribution planning, Social Security and Medicare transition guidance, investment analysis, and education for plan participants. The firm’s advice for individuals is tailored using client profile information (time horizon, risk tolerance, income, net worth, etc.), while participant-facing education is delivered as general group sessions rather than individualized investment recommendations. When working with plans the firm reviews plan documents and platform materials, considers plan‑specific limitations (available asset classes, QDIA options), and offers non‑fiduciary support such as plan design input and investment manager searches; it does not provide custody or execute trades, so clients implement recommendations themselves. Two features that distinguish Gallo Lupo from many peers are its emphasis on employee group enrollment and educational workshops for plan participants and its use of hourly, fee‑only engagement arrangements rather than percentage‑of‑assets fees. The firm operates with a single advisory representative and is newly registered, a small, planning‑only structure that concentrates institutional knowledge (and related key‑person considerations) while explicitly avoiding asset management or custody of client funds.
To learn more about the advisors currently working at Gallo Lupo LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Kirkland, WA
| 41
|
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