George Galat V (CFP®, MSFP, MTX)

George Galat V focuses in the
following client markets or areas of practice:

  • Generation X
  • Hourly
  • Investment Advice with Ongoing Management
  • Millennials
  • Real Estate Investments
  • Tax Planning

Planning Specialties

Equity compensation, real estate, tax planning, FIRE clients, tech professionals, gen X/Y.

Additional Information

With a decade of experience in the financial industry at companies both big (Vanguard, UBS) and small (Mosaic Financial Partners, Grove, Facet Wealth), George has a unique perspective on not just where the financial services industry has been, but where it's going. he's spent the bulk of his professional career in San Francisco serving clients working in Silicon Valley and across the Bay Area, experience that has cultivated a passion for helping early and mid-career individuals and couples demystify the complexity surrounding their equity compensation and building a clear strategy of how it fits into their larger financial goals. Wealth Foundry is an amalgamation of what he's learned along the way. We leverage a time-tested investment approach, engaging our clients in a tech-forward manner by utilizing the innovating thinking, disruptive software and flexibility the startup community is known for. We're here to serve you - whether it's providing ongoing advice as you navigate a complex financial challenge, answering your top-of-mind questions as you begin your investment journey, and everything in between.

NAPFA Start Date

February 09, 2021


This Office

PO Box 15653 Scottsdale, AZ 85267 Phone: (480) 677-0966