Timothy Daniel Gallagher

Employer firm

Vita Planning Group LLC CRD 312323

$83.7M regulatory AUM 63 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 05/2017
  Homemaker
  San Jose, CA
• 08/2020 → 07/2021
  Ae Financial Services, Llc
  Topeka, KS
• 05/2018 → 04/2021
  Liberty Wealth Management, Llc
  Mountain View, CA
• 06/2017 → 08/2020
  Liberty Group, Llc
  Oakland, CA
• 03/2021 → Present
  Vita Planning Group Llc
  Vancouver, WA

Previous Registrations

• 2018-05-17 → 2021-04-14
  Liberty Wealth Management, Llc
  Mountian View, CA
  Oakland, CA
• 2017-06-05 → 2018-10-10
  Liberty Group, Llc
  Oakland, CA
  Oakland, CA
• 2011-05-12 → 2016-08-19
  Harrisdirect Llc
  Arlington, VA
  Menlo Park, CA
• 2008-03-24 → 2010-09-10
  Charles Schwab & Co., Inc.
  Menlo Park, CA
• 2006-02-24 → 2008-03-25
  Strategic Advisers Llc
  Campbell, CA
• 2003-11-20 → 2005-11-17
  Wells Fargo Investments, Llc
  Santa Clara, CA
• 2003-07-01 → 2003-11-04
  Wells Fargo Clearing Services, Llc
  San Jose, CA
• 2001-04-17 → 2003-07-01
  Prudential Equity Group, Llc
  San Jose, CA

Other Businesses

Vita Insurance Associates, Inc., Mountain View CA. Insurance. Start Date 05/2017. Firm provides Insurance sales; and/ or Account Executive. Spends 95% associated with this OBA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-08
• S63 Uniform Securities Agent State Law Examination
  2000-12-05