Metlife
Marc A. Gallo

Financial Services Representative
Financial Planner
CA Insurance Lic #0C15262

Marc joined the Financial Planning Division, an office of MetLife, in late 2001.  His practice has developed from assisting retiree's with their long-term care insurance needs to comprehensive financial planning.  "I had clients who were getting advice from their CPA, attorney, and their broker.  I feel there is a lot of overlap in these three disciplines.  What I found is that the vast majority of people are looking for an advisor to bring together all of this.  They want someone who can work with these professionals and ultmately provide them with a comprehensive financial plan which is both practical and useable." Marc then took this expertise to the airwaves.  He co-hosts "Your Family Matters"  on KCBQ AM 1170 Saturday's at 12:00pm.
 

Many of Marc's clients are high-income-tax-bracket professionals, executives, and business owners of various industries.  "One of the benefits of my diverse client base is that I am involved in many different situations where I help to plan and protect my clients financial future."  Marc is a Financial Advisor and a Financial Planner with MetLife Securities Inc.  Marc's areas of focus include:
 


  • Comprehensive Financial Planning

  • Fee-Based Asset Management Accounts

  • Tax Conscious Planning

  • Insurance Planning

  • Selective Benefits Plans for Business Owners and Key Employees

  • Estate Analysis

  • Long-Term Care Insurance analysis

    Marc has over 11 years of experience, has been a featured seminar speaker on planning techniques, and also many venues as part of his role on KCBQ radio.  He is a registered representative of MetLife Securities Inc. servicing individuals and busineses in California 

Marc lives in the foothills of Santee with his wife, Tanya their twin girls Devyn, Justine and Ashley.

Marc can be reached at  (619) 641-3651

I am licensed and registered to offer products and services in [AZ, CA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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