Bringing financial clarity to life

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) with significant experience helping people manage their finances and investments.  I can bring structure to complex situations and can sort through the difficult tradeoffs that life often presents.  I have a common sense approach to investing that helps to manage the rough ride of the markets, and cuts through the smoke and mirrors of the latest hot investment idea.  It’s more effective to look beyond just the next bend in the road and develop a strategy that can help navigate the series of unseen curves that are yet to come.  Together, we can make sense of things and create a life roadmap for you and your family. Contact me today to start the conversation. 

Rama Gali, CFP®

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

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