Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
With over 20 years of financial and client service experience, Ana works with her clients by approaching their 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 life, and live the lifestyle they want while having peace of mind.
Ana co-founded and was a Principal at Galileo Planning Group, a financial advisory firm in Menlo Park, CA
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