Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Andrew Kotval is a financial advisor with Galileo Planning Group, Inc. Perry is a CERTIFIED FINANCIAL PLANNER™ professional. Perry has been a financial advisor since 2007. Perry is licensed in California and Washington. Perry is registered with the state of California, and Washington. Perry specializes in financial planning, pension consulting and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of advised assets
1
2
CA
11/19/2014 - Present
Galileo Planning Group, Inc. (MENLO PARK CA)
NA
03/05/1990 - 12/31/1990
DERAND/PENNINGTON/BASS, INC.
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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