Gall, CFP®, ChFC®, CLU®, CPA (Inactive), began his career in the San Francisco office of Touche Ross & Co. in 1981 after graduating from UC Berkeley with a BS in Business Administration. He earned his CPA license in June of 1984. While at Touche, he focused primarily on retail, transportation, and venture capital clients through 1987, when he left as an audit manager. He joined one of his startup
clients, a venture capital-backed retailer, as Employee No. 3, and ultimately became its Vice President and Chief Financial Officer. From 1993 to 1999, he held several financial positions with both public and private companies, and obtained the necessary registrations for practicing financial planning. In early 1999, looking for something more challenging and flexible in a career, he joined Sagemark Consulting, as its “Regional Director of Financial Planning” in Northern California. For the years 2000 and 2001 combined, he achieved top honors by developing into the #7 fee planner out of over 2500 planners (gross fee revenue) in Sagemark and Lincoln Financial Advisors. In 2001, he was also the national revenue leader in Lincoln’s Achievers Club, representing all experienced hires in the Lincoln network. Currently, as a registered representative and branch manager of LPL Financial and founder of Jeffrey Gall Wealth Advisors, based in San Ramon, his practice involves primarily advising business owners and other affluent clients in estate planning, business succession planning, investment and retirement planning. Jeff and his wife now live in Franklin, Tennessee and are loving it. Jeff’s unique business model revolves around first creating a financial plan with each client. “Today’s dynamically changing financial environment requires comprehensive financial planning services delivered in a highly customized and personal manner”, said Jeff. His goal is to be his client’s key advisor in the areas of his experience and to recommend, and then coordinate with, other trusted advisors to assist in implementation of planning strategies. “Only this comprehensive analysis may provide the type of results my clients have a right to expect”, said Jeff. While he generally takes the lead in the planning effort, he believes his clients are best served by a team approach with regard to decision-making & related advisors, and has found this to be the most successful approach. And since his plans are goal- and objective-driven and require input from the client and their family, their personal concerns, values and visions must be understood, acknowledged and addressed as part of the planning process in order to help pursue the most beneficial results. Otherwise, the most sophisticated plans may still lack ultimate satisfaction for the client and not be executed. His plans are designed to meet the client’s current needs, and are flexible enough to adapt to changing situations in the future. Gall is a Registered Representative with, and Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org and www.sipc.org. Financial planning offered through Jeffrey Gall Wealth Advisors, a Registered Investment Advisor and a separate entity. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.jgwealthadvisors.com.
