Qualifications

 

Frank V. Gallo, CFP©, is a Certified Financial Planner, holds his Series 7, 63, and 24, and has 25 years of industry experience. Living in Puyallup for over 30 years, he knows the Greater Tacoma Area and the best way to navigate life changes in the community.  As the sole owner of the firm, he seeks employees that strive to help others.

Tom Bowman, CFA is a holder of the right to use the Chartered Financal Analyst® designation and is a wealth manager of the firm. Additionally, he holds both a Series 7 and 66. Graduating from the University of Washington Foster School of Business with both Accounting and Finance concentrations, he has the education and drive to help others that are critical qualities for advisors at Investors Portfolio Services.

We are dedicated to developing lasting relationships with all our clients. Since all advisors operate as fiduciaries, we focus on the best options for our clients. Also, we find it critical to help you assess your own financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our experience to help you pursue your financial goals.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.