Back to All People

Client Advisory

Biography

Ana is a Partner based in the Silicon Valley office. With over 25 years of financial advisory and planning experience, Ana works closely with executives, wealthy individuals and their families, providing them with holistic financial planning and investment advice. She has a particular expertise in strategic tax planning, managing company stock concentrations and estate planning. She approaches her clients’ financial situation from an overall “life-planning” perspective. Her goal is to help her clients to formulate and understand their financial and wealth objectives, take a strategic approach to their financial assets, and live the lifestyle they want while having peace of mind.

Prior to joining Cerity Partners, Ana co-founded and served as President of Galileo Planning Group, a financial advisory firm in Menlo Park, CA.

Education

  • B.S. in Business Administration from Washington University
  • MBA from JL Kellogg Graduate School of Management, Northwestern University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Former member of the Board of Directors and Chair, Finance Committee, Point Blue
  • Former member of the Board of Directors and Chair, Investment Committee, The Polly Klaas Foundation

Request an Introduction to Ana Galutera

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor. Schedule a meeting below:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Is It Time to Panic? (Spoiler Alert: No, It Is Not)

Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think.

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

April 2025 Economic & Market Outlook

Are we headed for a recession or might the economy continue to grow? In this video, Chief Equity Strategist Jim Lebenthal examines recent market volatility,…

Kim Curtis

Partner

Individuals and Families

From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game 

Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…

Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.