Frank Gallo, CFP®

Frank Gallo, CFP®

Founder and President

Financial advisory is Frank Gallo's profession and his passion.  As President and Founder of Investors Portfolio Services, Frank has more than 25 years of experience listening to clients, creating plans and managing the complexities of the financial markets. Frank is committed to helping you, his valued client, pursue your financial goals through close personal attention and through the development of a team of professionals who seek to make your every experience a success.

Frank prides himself on his vast knowledge of the investment industry, his longevity in the business and his integrity when working with his clients. A natural teacher, he strives to make the complex aspects of investing simple to his clients. A highly qualified professional, Frank is licensed to use the Certified Financial Planner certification mark, holds FINRA series 24, 63 and 7 licenses, and is the owner of a Registered Investment Advisory Firm. Using a goals based approach, Frank focuses on retirement cash flow strategies for retirees using strategic  asset allocation, various Investment products, and tactically managed portfolios.

Prior to starting Investors Portfolio Services, Frank was a planner for Financial Planners Northwest in Tacoma from 1994 to 2006.  He earned his CFP credentials from the College of Financial Planning in Denver Colorado in 1997.  Frank has a Bachelor of Science in Business Economics from George Fox University.  Frank is also a member of the Financial Planning Association.  A detailed resume of Frank's work history can be found on the FINRA Broker Check website.

Married for more than 30 years to his college sweetheart, Kay, Frank has three children. Frank enjoys hunting, fishing, golf, travelling and fine wine in his spare time.   

Frank Gallo has been involved in the Puyallup community for many years.

Schedule With Frank

Phone 253-770-8118