Broker Check
Jeffrey R. Gall

 

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12647 Alcosta Blvd., #165

San Ramon, CA 94583

(925) 937-6382

Jeffrey R. Gall, CFP®, ChFC®, CLU®, CPA (Inactive)

Jeffrey R. Gall, CFP®, ChFC®, CLU®, CPA (Inactive)

Founder and Owner

Jeffrey R. Gall, CFP®, ChFC®, CLU®, CPA (inactive), began his career in the San Francisco office of Touche Ross & Co. in 1981 after graduating from UC Berkeley with a BS in Business Administration. He earned his CPA license in June of 1984. While at Touche, he focused primarily on retail, transportation, and venture capital clients through 1987, when he left as an audit manager. He joined one of his startup clients, a venture capital-backed retailer, as Employee No. 3, and ultimately became its Vice President and Chief Financial Officer. From 1993 to 1999, he held several financial positions with both public and private companies, and obtained the necessary registrations for practicing financial planning. In early 1999, looking for something more challenging and flexible in a career, he joined Sagemark Consulting, as its “Regional Director of Financial Planning” in Northern California. For the years 2000 and 2001 combined, he achieved top honors by developing into the #7 fee planner out of over 2500 planners (gross fee revenue) in Sagemark and Lincoln Financial Advisors. In 2001, he was also the national revenue leader in Lincoln’s Achievers Club, representing all experienced hires in the Lincoln network. Currently, as a registered representative and branch manager of LPL Financial and founder of Jeffrey Gall Wealth Advisors, with offices in San Ramon, California and Franklin, Tennessee, his practice involves primarily advising business owners and other affluent clients in estate planning, business succession planning, investment and retirement planning. Jeff and his wife Kathy relocated to Franklin, Tennessee in 2019 after 21 years living in Alameda.

Jeff’s unique business model revolves around first creating a financial plan with each client. “Today’s dynamically changing financial environment requires comprehensive financial planning services delivered in a highly customized and personal manner”, said Jeff. His goal is to be his client’s key advisor in the areas of his experience and to recommend, and then coordinate with, other trusted advisors to assist in implementation of planning strategies. “Only this comprehensive analysis may provide the type of results my clients have a right to expect”, said Jeff. While he generally takes the lead in the planning effort, he believes his clients are best served by a team approach with regard to decision-making & related advisors, and has found this to be the most successful approach. And since his plans are goal- and objective-driven and require input from the client and their family, their personal concerns, values and visions must be understood, acknowledged and addressed as part of the planning process in order to help achieve the most beneficial results. Otherwise, the most sophisticated plans may still lack ultimate satisfaction for the client and not be executed. His plans are designed to meet the client’s current needs, and are flexible enough to adapt to changing situations in the future.

Jeff’s personal life revolves around a busy family (four adult children scattered from California to England), his passions for golf and travel, and meeting new friends in Franklin.

If Jeff’s approach to planning intrigues you, please give him a call at 925-937-6382 or visit his website, www.jgwealthadvisors.com to see how he can help you pursue your financial goals.

Email Mr. Gall at jeff.gall@lpl.com.