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Ramon Roberto Marquez

Galileo Planning Group, Inc

Menlo Park, CA

CRD 5681668

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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
CA RA APPROVED 2025-01-01
OR RA APPROVED 2025-01-01
WA RA APPROVED 2009-06-15
  • CA RA
    APPROVED
    Since 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01
  • WA RA
    APPROVED
    Since 2009-06-15

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 Menlo Park CA 01/2007 Present
  • 01/2007 → Present
    Galileo Planning Group
    Menlo Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-16
  • S65 Uniform Investment Adviser Law Examination
    2007-06-16
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
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