Lisa Gallo

Lisa Gallo is a seasoned financial professional with extensive experience in financial advising and planning. Currently serving as a Financial Advisor and Certified Financial Planner at Encompass More Group since January 2024, Lisa previously held similar roles at Independent Financial Group, LLC, and O'Donnell Financial Group. With a career spanning over two decades, Lisa has also worked at United Planners Financial Services, National Planning Corporation, Summit, Wedbush Morgan Securities, and Hoefer & Arnett, Inc., where expertise included wealth management, market making, and portfolio construction. Lisa holds a Bachelor of Science in Business Administration/Finance from California State University, East Bay, and has pursued additional education at the University of California, Berkeley, and the American College of Financial Services.