Meet Your Private Wealth Investment Team

Your GDI Wealth Managers and Financial Advisors

Frank Galzarano, CEO

CFP®, ChFC®, AIF®, CDFA®

Frank Galzarano established GDI Private Wealth Advisors, a full-service firm
built on the premise that portfolios should be recommended only after a
thorough understanding of clients’ unique goals and circumstances. Providing
comprehensive advice is something Frank enjoys, as it has a meaning impact
on a client’s life.

Upon graduation from The College of New Jersey with bachelor’s degrees in
economics and finance, Frank worked for a large banking institution first as a
commercial lender, then as a financial advisor serving hundreds of clients
within a vast branch network. Disillusioned by the transactional nature of the
bank’s service model, he has since narrowed his focus, he chose to leave his
position in the early 2000’s and move to an independent advisory model
where he can truly get to know client’s individual needs and goals. Today he
works with select corporate executives, divorcees, and hard-working mass-
affluent families – all either preparing for, or already in the retirement phase of
their lives.

While he helps clients plan for tomorrow, he also encourages clients to live for
today by encouraging them to clearly define tangible short- and long-term
goals.

Frank is a CERTIFIED FINANCIAL PLANNER ™  (CFP ® ). Additionally, he holds the Chartered Financial Consultant (ChFC ® ), Accredited Investment Fiduciary (AIF ® ) and Certified Divorce Financial Analyst (CDFA) designations. He is a lifelong learner, always attending webinars, conferences and subscribing to highly regarded niche publications to help stay current on all things financial. Frank resides in Cherry Hill, NJ with his favorite travel buddies – wife Jill, and son Anthony. A guitarist since age 6, he enjoys playing and creating music with Anthony, rooting for him in baseball and basketball, concerts, fishing and beach time.

Frank supports St. Jude’s children’s hospital and volunteers as a patient-to-
patient advocate at Fox Chase Cancer Center.

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Ronald Sala

Financial Advisor

Heather Krueger

Client Services Associate

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The Guiding Principles of GDI Wealth Management and Financial Advisors

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Focus on clear goals.

We believe your number one financial opportunity is goal-driven investing. The more you articulate, define and plan for specific goals, the more you strive to achieve them — that’s the purpose of a goal-driven approach.

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Avoid unnecessary risk and sacrifice.

It’s important to be conscious of risk to help ensure your goals are always properly funded, but planning isn’t all about tightening the reins — it’s about striving toward what you need to live the lifestyle you want freely, without worry.

Control the controllable.

Attempting to predict short-term changes in the stock market often leads to excessive risk and emotion-based decisions. On the other hand, adapting to changes in lifestyle can help you take calculated steps toward achievable goals.

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You are an individual.

Our approach involves one-to-one, ongoing personal attention, because that’s what’s needed to plan with principle. We serve select clients, so that we can dedicate the proper focus, attention and customized service to each individual.

“The gratification of wealth is not found in mere possession or in lavish expenditure, but in its wise application.”

Miguel de Cervantes

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Frank Galzarano, ChFC®, AIF®, CFP®
CEO
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 Ronald Sala
Financial Advisor Associate
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