Ryan Gallo CRPC
I grew up in Whittier, CA and have been a Member of CU SoCal since 1989. In 2008, I joined the SoCal Wealth Management team as a LPL Financial Advisor and quickly realized what a special place this is. We are passionate about serving Credit Union Members with World-Class Service and Building Better Lives.
I enjoy helping my clients identify their financial goals and creating a road map to accomplish them. As a Chartered Retirement Planning Counselor (CRPC) designee, my expertise is in helping clients to plan for and navigate through retirement.
I look forward to helping you with any financial planning or investment-related goals.
Favorite Part of the Job
Partnering with my clients as they build toward and reach their financial goals. The great relationships established along the way are extraordinarily rewarding.
Experience and Education
University of California, Los Angeles (1999-2002)
Chartered Retirement Planning Counselor—College for Financial Planning (2011)
When I’m Not Working
I love spending time with my wife Melissa, our young children Emma and Evan, and our Old English sheepdog Sally. We enjoy traveling to tropical destinations, attending UCLA sporting events (my wife and I are both UCLA alumni), and being involved in any activity or organization our kids are involved in.
Contact Information
Give me a call at 562.365.1860 or email RGallo@CUSoCal.org
Michael Gennawey CRPC
Deciding to work for SoCal Wealth Management has been the best professional decision as a LPL Financial Advisor. SoCal Wealth Management genuinely cares about client service and our clients’ experiences. Lean on me to help with any financial or investment-related needs you may have.
Favorite Part of the Job: Strategizing for my clients to help them navigate some of the most difficult financial issues and helping them pursue financial independence.
Experience and Education
LinkedIn: https://www.linkedin.com/in/mgennawey/
Media Appearances
When I’m Not Working
As a naturally curious person, I love to read and stay on top of what’s going on in the world. Being a lifelong resident of Huntington Beach, my weekends are not complete without a trip to the sand or a walk on the pier with my wife, Georgina, and our two children, Kinsley and Vincent.
Contact Information
Give me a call at 714.671.2743 or email MGennawey@CUSoCal.org
Joseph DeMaria CFP®
As a financial consultant with SoCal Wealth Management, I enjoy providing a personal approach to clients’ needs with sound, long-term strategies to help them pursue their goals and dreams. My focus is to deliver comprehensive financial strategies by serving as a single point-of-access to a team of specialists in retirement planning, extended care planning, and wealth transfer.
I specialize in wealth management by providing investment and insurance recommendations for CU SoCal Members and providing assistance with income needs by focusing on three key financial goals:
- Wealth accumulation
- Security and independence
- Transfer of assets
With more than 20-years of experience in the financial services industry, I have helped guide clients through numerous market cycles.
Education, Certifications, Accreditations, and Registrations
BA in Business, Pepperdine University
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
Series 7 and Series 65 registrations held through LPL Financial
When I’m Not Working
I enjoy a myriad of outdoor activities and am passionate about volunteering for The Reserve/Richard and Donna O-Neill Conservancy.
Contact Information
Give me a call at 714.626.1415 or email JDeMaria@CUSoCal.org
Tom Tan
I have been a LPL Financial Advisor with SoCal Wealth Management since 2019 and have over 20 years of experience in the financial industry. I believe that working with clients and establishing trust is a privilege. I always strive to provide the highest level of service by giving sound financial advice and customized financial planning.
Favorite Part of the Job
Building long-term relationships with Members and helping guide them on financial decisions to pursue their goals.
When I’m Not Working
I love traveling the world with my wife Rachel and daughter Katelyn. As a lifelong resident of SouthBay, I enjoy spending time with my family and friends in our hometown.
Contact Information
Give me a call at 562.365.1867 or email Ttan@CUSoCal.org
Ricardo Rodriguez
I joined SoCal Wealth Management because their core mission, vision, and values align with mine. Embracing the core values of integrity, respect, and honesty, I seek to help with any financial or investment-related needs you may have.
Favorite Part of the Job
Building meaningful and long-term relationships with Credit Union Members, helping them pursue their goals and striving to build a strong financial future.
Experience and Education
Over two decades of investment advisory experience.
California State University, Long Beach, Bachelor of Science Degree in Finance
When I’m Not Working
Born and raised in Los Angeles, I enjoy spending time outdoors with my friends and family. Active in my community, I have volunteered for Heal the Bay, Los Angeles Archdiocese Planned Giving, and Make-A-Wish Foundation.
Contact Information
Give me a call at (562) 365-1899 or email: rrodriguez@CUSoCal.org
Carrie Ritchie
Working for SoCal Wealth Management has been a great opportunity for me to Build Better Lives. The SoCal Wealth Management team genuinely cares about client service and our clients’ experiences. I have in the financial services industry since 2019. Please contact me to help with any financial or investment-related needs.
Favorite Part of the Job
I love helping people, especially when it comes to something as important as their financial futures and goals.
When I’m Not Working
I love spending time with my family and friends. I also enjoy outdoor activities.
Experience and Education
Associates Degree in Office Assistant
Office Administrator at EJ Financial
Contact Information
Give me a call at 833-730-7991 or email Admin4.Gennawey@LPL.com
Dana Go
562 365-1882Dana has been educating and advising clients on their investment and retirement needs since 1998. His approach integrates client objectives into a customized dynamic plan that can be updated as life changes occur. He understands the importance of listening to client concerns and creating long-lasting relationships to help identify and improve their financial well-being.
Born and raised in Northern California, Dana is a graduate of the University of Southern California. Dana enjoys the outdoors and spending quality time with family and friends.
