Ada Galvez

Ada Galvez, ChFC®, CLU®, CPM®, CPMM® is a seasoned financial professional with extensive experience in financial planning technology and product management. As a Senior Financial Planning Consultant at Osaic since November 2023, Ada focuses on enhancing financial planning services. Previous roles include Director of Self-Directed Digital Planning at Charles Schwab, where Ada led the vision for digital financial planning, and Vice President at Goldman Sachs Ayco, overseeing financial planning technology governance and training. At USAA, Ada managed product strategy for financial planning tools, while at UBS Wealth Management and New England Financial, Ada propelled financial planning initiatives and marketing strategies. Ada holds a Master of Science in Financial Services from The American College of Financial Services and a Bachelor of Science in International Business and Trade from Saint Peter's University.