|
Biographies
Gregory A. Gallo, CPA/PFS
Gregory A. Gallo, CPA/PFS co-founded The Opus Group LLC in February of 2004. His experience is vast, having worked in the financial services industry for more than twelve years. With his accounting background, PFS (AICPA's Personal Financial Specialist) credential, Series 7 and 27 licenses, and both life and health insurance designations, Greg takes pride in his ability to understand an investor's broad range of financial needs. While Greg integrates the entire planning process, i.e. investment, retirement, insurance, income tax and estate planning, his CPA experience has helped him understand the devastating impact that taxation can have on retirement and thus he specializes in tax efficient planning strategies. He has been a "Masters Certified" member of the H.S. Dent Advisers Network since 2001, and he continues to work closely with the Network to provide the most effective strategies and solutions available today. Before he established his own practice, Greg served as a Senior Vice President of Investments at Kirlin Securities, Inc. and M.S. Farrell & Co., Inc. for eight years. In 1992, he began his professional career in the Financial Services Division of the Audit Group at Ernst & Young LLP. Greg graduated from Trenton State College Summa Cum Laude with a B.S. in Accounting.
--------------------------------------------------------------------------------------------
Kevin J. DeRosa,CFP®
Kevin J. DeRosa, CFP® is President and an owner of Garden State Securities, Inc., a 25 year old independent retail brokerage firm. He is also the co-founder of The Opus Group, LLC, a wealth management consulting practice. Over the past 12+ years Kevin has specialized in areas of risk management, portfolio optimization, and wealth planning. Since his brother Mark signed his first Major League Baseball contract in 1996, Kevin's focus has been on developing financial strategies to turn short athletic careers into lifetime financial security. He has been able to apply these same principles to corporate executives of public and private companies, small business owners, and the individual investor. Kevin is a Certified Financial Planner™, Registered Investment Advisor and a current member the Financial Planning Association. He holds various securities licenses, including the Series 7, 24, 55, 63, and 65. He received his B.S. in Management from Southern Connecticut State University in 1992.
--------------------------------------------------------------------------------------------
Corey Gallo
Corey Gallo has been working in the financial services industry for more than nine years. His experience ranges from Financial Specialist for Wachovia, Market Maker in the NASDAQ for Deutsche Bank, and Institutional Sales Trader on the floor of the NYSE. With such a diverse background, Corey's focus is to work closely with private investors to help make sense of the financial markets in order to capitalize on the opportunities at hand. He holds various securities licenses, including the Series 7, 25, 55, and 63, and has both life and health insurance designations in the state of New Jersey. Corey earned a B.A. from Seton Hall University and a Master's Degree in Management from Rutgers University.
|
|