Gina Gallo

 

 

Experience

Gina Gallo has been providing financial advice to Brevard County residents since 1993. She earned the professional designation of Certified Financial Planner™ in 1997. In 2003, she earned the designation of Certified Divorce Financial Analyst™ (CDFA). Since January 2003, she has co-owned Gallo and Russell, a Registered Investment Advisor firm. Prior to Gallo & Russell she worked for a local Bank Brokerage firm and was self-employed through her own corporation.


As a CFP® and CDFA™ Professional, Gallo provides expert assistance on Financial Planning topics, Investment Management services and Consultations and Expert Witness Testimony on matters related to Dissolution of Marriage. She is also Collaboratively Trained and has worked on multiple Collaborative Law cases as the Financial Neutral since the discipline was introduced in Brevard County in 2007.  As a CFP® Professional, Ms. Gallo provides expert assistance on Financial Planning topics, Investment Management services and issues relating to Qualified Plans including Pensions and assists Attorneys in Court Orders and Qualified Domestic Relations orders (QDROs).

Gallo has been certified by the Supreme Court of Florida as a Family Mediator. She completed her training in 2009.  Due to her strong skills in diplomacy and the financial intricacies surrounding the dissolution of marriage, mediation was a natural fit.  She is available to assist Family Law Attorneys in Mediation or offer her expertise for couples who wish to engage in pre-suit mediation.


Gallo has served as an Adjunct Instructor at Florida Institute of Technology. At FIT, she taught courses on Financial Planning. Gallo has made the presentation, "The Financial Ramifications of Divorce" at various divorce related seminars. She has been a guest speaker at "What to Expect When Filing for a Divorce" sponsored by Brevard Community College and the 18th Judicial Circuit Judges.

Education
Gina Gallo has lived in the Brevard County area for most of the past 30 years. She earned her Bachelor of Arts degree from the University of South Florida in 1991. Gallo earned a Certificate in Financial Planning from Florida Tech in 1998. She maintains her CFP®, Florida Supreme Court Certified Mediator and  CDFA™ professional designations by meeting extensive continuing education requirements each year. Experience
Dale Russell has been providing financial advice to Brevard County residents since 1991. He earned the professional designation of Certified Financial Planner™ in 1997. Previous investment related experience includes employment in an Independent Brokerage firm and a Bank Brokerage firm. After serving as a Pension Consultant for a Regional Insurance Company, he provided investment services for members of Space Coast Credit Union. Since January 2003, he has co-owned Gallo and Russell, a Registered Investment Advisor firm. Prior to working in financial services, he was employed by the Pepsi-Cola Company and held a variety of management positions.

As a CFP® Professional, Russell provides expert assistance on Financial Planning topics, Investment Management services and issues relating to Qualified Plans including Pensions and assists Attorneys in Court Orders and Qualified Domestic Relations orders (QDROs).

Russell served as the Program Director for Florida Institute of Technology's Certificate in Financial Planning Program. In addition, he has taught several classes as an Adjunct Instructor at FIT on Retirement Planning, Risk Management and Financial Planning.

Russell is a member of the Brevard County Estate Planning Council and the Financial Planning Association.

Education
Dale Russell has lived in the Brevard County area for most of the past 34 years. He earned his Bachelor of Science degree in Management and Economics, With Honors, from Rollins College. He received his Master of Science degree from Georgia Southwestern College. He maintains his CFP® professional designation by meeting extensive continuing education requirements. Dale Russell, CFP®

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