Steven Gallo, CFP®, Partner, Financial Advisor

Steven Gallo is a Financial Advisor with Marzano Capital Group. With over 20 years of industry experience, he advises and manages the financial assets of a select group of affluent families, closely held private businesses and non-profit organizations. Steven has a comprehensive process that allows his clients to make prudent financial decisions in order to work towards, and exceed, their financial goals. He strives to build trust and looks to develop long term, mutually beneficial partnerships with his clients. Steven joined Marzano Capital Group in 2010. He is a 1998 graduate of North Carolina State University with a BS in Psychology. He actively serves his community by volunteering for local non-profit and service organizations. Away from the office he enjoys the outdoors and spending time with his family and friends.

Three Benefits of Powering-Up Your 401(k)

The contribution limits for 401(k) plans increase for tax year 2023. For those looking to max out their plans, the most you can contribute will be $22,500—an increase of $2,000.

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3 Tax Strategies to Reduce Tax This Year

Robert Kiyosaki, author of best-selling book, Rich Dad, Poor Dad, has a quote, “it’s not what you make, but what you keep.”  One of the best ways to keep more

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Articles by Steven Gallo, CFP®, Partner, Financial Advisor

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