Dominic F. Galati, CFP®

VP - Sr. Financial Consultant

+1 856-446-2284

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Private Client Investment Consultant, TD Ameritrade, 2021-2022
  • Senior Financial Consultant, TD Ameritrade, 2013-2021
  • Financial Solutions Advisor, Merrill Lynch, 2011-2013

Education

  • Rutgers University
  • BA, Economics

Personal interests and affiliations

  • Lives in Mount Laurel with his wife, Mary, and their dog, Jack
  • Owner of the Smashing Grounds, a 100% for-charity online event group
  • Enjoys cooking, trying new whiskeys, and timepieces

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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