Best Investors Account Sign in
Inactive

Charles Vernon Wise

Galileo Planning Group, Inc

Menlo Park, CA

CRD 4630322

Claim This Profile
Employer firm

Galileo Planning Group, Inc CRD 142586

140 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Galileo Planning Group, Inc

4600 Bohannon Drive Suite 260, Menlo Park, CA 94025 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2014-11-10
CA RA APPROVED 2007-02-22
  • WA RA
    APPROVED
    Since 2014-11-10
  • CA RA
    APPROVED
    Since 2007-02-22

Branch Locations

4600 Bohannon Drive Suite 260, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Galileo Planning Group, Inc Menlo Park CA 11/2006 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-05-04
  • S65 Uniform Investment Adviser Law Examination
    2000-05-04
Designations
  • Certified Financial Planner
Other Names
  • Skip Wise

View on SEC IAPD

Nearby Firms

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC
MORGAN STANLEY
TRIPLEPOINT ADVISERS LLC

Nearby Investors

CHARLES RICHARD LEVY
FRANK HARVEY ALMENDAREZ
JAMES MATTHEW PALLESCHI

Nearby Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA

More in Menlo Park, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor