Leave the planning to us.

Whether you're looking for complete financial guidance, assistance with a specific financial goal, or just a second opinion, SoCal Wealth Management is here to help.

Why savvy consumers choose the SoCal Wealth Management team to make it happen.



Professional Guidance


Prudent Management




Straight-Forward Pricing

Everyone has a Risk Number.

Let’s find yours

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Investing is in the palm of your hands with our new online investment platform that combines advanced technology with the personal touch of a financial advisor. With as little as $5,000, you can start investing in your future today.

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Whatever your financial goals, we're here to help you work towards them with a wide range of wealth management solutions including:

  • Investment Strategies
  • Retirement Planning
  • Income Management
  • Asset Management
  • Family Strategies

No matter where you live, our financial consulting team is happy to accommodate you! Prefer an in-person meeting or an over-the-phone consultation? Let us know what works best for you.

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Latest Blog Posts

It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours and four out of 10 American workers say they work over 50 hours a week. Americans work an average of 34.4 hours a week, according to data sourced from the Organisation for Economic Co-operation and Development (OECD), which is longer than the work...
For some a car is simply a means of getting from point A to point B. For others it’s a status symbol. Cars are a hobby, a passion for some, and a necessity for others. Whatever the level of affinity toward automobiles, there comes a time where just about everyone needs to start shopping for a new (or used) one. But, don’t run down to the local dealership just yet. Depending on your finances, lifestyle...

Meet Our Team

Ryan Gallo CRPC, LPL Financial Advisor | SoCal Wealth Management
LPL Financial Advisor

I grew up in Whittier, CA and have been a Member of CU SoCal since 1989.  In 2008, I joined the SoCal Wealth Management...

Michael Gennawey CRPC, LPL Financial Advisor | SoCal Wealth Management
LPL Financial Advisor

Deciding to work for SoCal Wealth Management has been the best professional decision as a LPL Financial Advisor. SoCal...

Joseph DeMaria, CFP | LPL Financial Advisor | SoCal Wealth Management
LPL Financial Advisor

As a financial consultant with SoCal Wealth Management, I enjoy providing a personal approach to clients’ needs with...

Tom Tan, LPL Financial Advisor | SoCal Wealth Management
LPL Financial Advisor

I have been a LPL Financial Advisor with SoCal Wealth Management since 2019 and have over 20 years of experience in the...

Ricardo Rodriguez, LPL Financial Advisor | SoCal Wealth Management
LPL Financial Advisor

I joined SoCal Wealth Management because their core mission, vision, and values align with mine. Embracing the core...

Janet Maldonado, Wealth Management Assistant | SoCal
Wealth Management Assistant

Working for SoCal Wealth Management has been a great opportunity for me to Build Better Lives. The SoCal Wealth...