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Stephen Galli, CFP®, CPWA®

Stephen Galli, CFP®, CPWA®

Chief Investment Officer

Location: Parsippany, NJ 

As chief investment officer of Wealthspring Financial Partners, Steve Galli is focused on investment strategy, asset allocation and wealth management. He has over 25 years of financial services experience serving both institutional and retail clients. 

Steve, along with two other partners, founded Wealthspring Financial Partners in 2021 to offer holistic financial planning to their clients – unifying wealth management and tax-optimized financial advice.

His diverse background includes positions at financial firms including Citigroup, Merrill Lynch (Hong Kong), Morgan Stanley Capital International, New York Life Insurance and Standard & Poor’s. He is also the chief investment officer at Nisivoccia Wealth Advisors.

Formerly an investment banker, he joined Solomon Brother’s MBA Associate program after completing his master’s degree in finance at New York University’s Stern School of Business in 1997. Steve received his bachelor’s degree from Colgate University in 1991.

Steve regularly leads interactive virtual events to offer insights on market performance and portfolio management. You can find event replays and read his insights on our blog.

Check out Steve Galli on BrokerCheck

Designations

Certified Financial Planner®
Certified Private Wealth Advisor®

Licenses

FINRA Series 7, FINRA Series 66

Steve’s Favorites

Podcast: Freakonomics Radio
Book: The Fountainhead and Liar’s Poker
Quote: “Don’t become a mere recorder of facts, but try to penetrate the mystery of their origin.” Ivan Pavlov

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.