Specialties
About Me
Shane Galante serves CSG Financial as Chief Operating Officer and Co-Founder.
Shane grew up in Oxford, PA, and currently resides in Havertown, PA with his wife Rosemary, children Luke, Liam and Kira, and mini-bernedoodle Maya. Shane has worked at both the biggest health system in Delaware, along with the biggest wealth management firm in Delaware. Combining both his health and financial experiences, Shane strives to build long-lasting relationships with each client and family he serves. He believes financial planning is a life-long process, and one he is honored to share with his clients. Shane wanted to help create a company that is built upon financial integrity, fee transparency, and strong relationships built amongst local communities and businesses. Shane is a Certified Financial Planner (CFP®), and earned his Master's in Business Administration from West Chester University.
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Interests & Hobbies
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Credentials
CFP, MBA
Chartered Designations
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Disclosures
CSG Financial LLC is a registered investment advisor offering advisory services in the State of Delaware and in other jurisdictions where exempt from registration. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. The information on this site is provided “AS IS”. CSG Financial LLC does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.