Christopher Gallo, CFP® CIMA® CPWA®, is a top-rated financial advisor in Santa Barbara and Montecito. With more than 27 years of experience in financial services, Gallo is an expert in managing finances for local families and individuals. He graduated from the University of California System, UC Santa Barbara, and has earned multiple certifications, including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and CPWA®.

As Vice President- Wealth Management at UBS, Gallo offers boutique services to clients while also having the backing and range of investment solutions that comes from being the world's largest wealth manager. He primarily serves individuals and families in the Santa Barbara area and is known for offering innovative ideas for clients in areas such as active philanthropy, legacy planning, and sustainable solutions.

Gallo's clients choose to work with him because of his extensive experience and credentials, transparent costs, and long-term perspective. He provides comprehensive, personalized financial planning and designs strategies that make sense for each client's unique needs. Gallo manages service, in-person reviews, revisions to the plan, and investment changes to ensure his clients' financial success.