James Gallo, CFP®
New Providence, New Jersey Financial Planner
James S. Gallo, CFP(R), is committed to bringing independent, objective financial analysis, planning and advice to people from all walks of life. He established KDI Financial Planning LLC, a Fee-Only Financial Planning and Registered Investment Advisory firm in New Providence, New Jersey, to offer the kind of competent, professional service he’d like to receive were the tables turned.
Whether you need a complete financial plan to achieve your lifetime goals, or topic-specific advice such as saving for retirement, purchasing a home or funding a college education, Jim offers you the knowledge, dedication and integrity you need to make better decisions as you travel life’s road.
Posts by James Gallo, CFP®: