Thomas Gallardo is a financial advisor onboarded as our resident advisor in our Scottsdale, Arizona, office. Thomas has experience helping meet the needs of business owners, executives, professionals, and retirees. He comes to Strategic Wealth from a top wealth management firm in Washington, D.C. that provided comprehensive financial planning in the areas of business succession planning, retirement planning, complex estate planning and asset management.
Thomas was born and raised in El Paso, Texas, and attended the University of Texas at El Paso where he received a bachelor’s degree in finance. Additionally, Thomas is a candidate for the Certified Financial Planner (CFP) certification.
Thomas has FINRA series 66 & 7 licenses.