$7 trn
UBS Group invested assets
As of 12/31/2025
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Chris began locally in the financial services industry after graduating from UC Santa Barbara in 1992. After 23 years at Merrill Lynch, he moved his practice to UBS Financial Services in 2016 to better serve his clientele. His philosophy and service model is simple: work with individuals of significant wealth to pursue their unique financial goals.
Chris employs a deliberate financial process combined with exemplary service to simplify the financial lives of high net worth clients. Although clients often enjoy similar wealth, their needs and goals are diverse and include income planning for retirement, estate planning strategies, and tax minimization. Then he develops investment strategies that leverage the broad array of offerings at UBS.
As a wealth management advisor, he works hard to earn clients’ trust and is committed to optimizing their resources to make the most of what they have.
California Insurance License #0C69989
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Christopher Gallo, CFP, CIMA, CPWA is also part of:
Christopher Gallo, CFP, CIMA, CPWA
Lets connect
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Chris began locally in the financial services industry after graduating from UC Santa Barbara in 1992. After 23 years at Merrill Lynch, he moved his practice to UBS Financial Services in 2016 to better serve his clientele. His philosophy and service model is simple: work with individuals of significant wealth to pursue their unique financial goals.
Chris employs a deliberate financial process combined with exemplary service to simplify the financial lives of high net worth clients. Although clients often enjoy similar wealth, their needs and goals are diverse and include income planning for retirement, estate planning strategies, and tax minimization. Then he develops investment strategies that leverage the broad array of offerings at UBS.
As a wealth management advisor, he works hard to earn clients’ trust and is committed to optimizing their resources to make the most of what they have.
California Insurance License #0C69989
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Christopher Gallo, CFP, CIMA, CPWA is also part of:
Christopher Gallo, CFP, CIMA, CPWA
Lets connect
Our goal is to be an integrated part of your financial decisions, a team to rely upon when you are at a crossroads or looking to the road ahead.
Through each step of planning, investment execution and reviews and revisions--we want to be a vital part of your planning team.
To set up an introductory call or meeting, please reach out:
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
