Galo Baca, CFP®, believes financial planning begins with understanding people. He takes the time to listen first, learning about each client’s goals, values, and vision for retirement before building a coordinated plan around what matters most.

Committed to helping individuals and families prepare for retirement with confidence, Galo specializes in holistic financial planning, retirement income planning, investment and portfolio analysis, and tax planning. He earned both a Bachelor of Science in Finance and a Bachelor of Arts in Business Administration from Aurora University, graduating summa cum laude, and later earned the CERTIFIED FINANCIAL PLANNER® certification through the College for Financial Planning.

Inspired by a desire to make a meaningful difference in people’s lives, Galo believes trust is earned through honesty, follow-through, and genuine care for the individuals and families he serves. He enjoys explaining complex financial topics in plain language so clients can make informed decisions with confidence.

 Galo’s passion for serving others extends beyond financial planning. Each week, he volunteers through his church, mentoring middle and high school students. It’s another way he lives out his belief that listening, compassion, and genuine relationships can make a lasting difference.

 Outside of work, Galo enjoys spending time with his wife and family, exercising, and playing sports.

Galo believes a retirement worth living is one where people can move forward with confidence, knowing they have a thoughtful plan built around their goals, values, and the life they hope to create.