Debbie Gallant (BA, CFP®, ChFC®, CRPC®, MA, RICP®)
Debbie Gallant focuses in the
following client markets or areas of practice:
- Charitable Giving
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Charitable Giving
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
Planning Specialties
Gallant Financial Planning provides values-based financial life planning, investment management and investment advice. We are passionate about working with clients to help them save for the future and live comfortably and stress free in retirement while living a balanced life. Debbie and her team of two other CFPs can partner with you to build a secure life plan with clear, practicable steps toward financial independence and personal success. We recommend investments that are low cost and socially responsible.
Additional Information
At Gallant Financial Planning, we are in the business of helping people understand their unique “fiscal philosophy”, make wise financial decisions, and realize their economic and individual goals. We are a certified B corporation and seek to help our clients make their lives, their communities, and the world a better place.
NAPFA Start Date
June 12, 2008
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.