Shane Galante, CFP®, MBA
Helping Nurses & Medical Professionals Build Healthy Financial Plans
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Serving Clients Nationwide
Helping Nurses & Medical Professionals Build Healthy Financial Plans
Areas of Focus
- Cash Flow
- Financial Life Planning
- Investing
- Retirement Planning
- Tax-Smart Distribution Planning
About Shane Galante, CFP®, MBA
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 currently holds his Master's in Business Administration from West Chester University. Shane is also a Certified Financial Planner (CFP®).
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
-
Financial Planning Association
- XY Planning Network
Primary Location
Havertown, Pennsylvania
Additional Locations
📍 3980 N. DuPont Hwy Dover, DE 19901
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Offers Advice-Only Services
- Fee Only
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary, no-obligation meeting or phone call to delve into your objectives and explore potential collaboration opportunities. This initial step involves understanding your needs and how we can be of assistance. I look forward to speaking with you.Offers Investment Management
Yes
About CSG Financial
CSG Financial stands apart through a commitment to personalized guidance, tailored to each individual & their unique circumstances.Our dedication to integrity, transparency, and client-centricity ensures that your interests remain at the forefront of every recommendation we make.
Our Story
We all began our careers at one of the largest wealth management firms in the state of Delaware.
Through our dedication to our clients’ best interests, we gradually uncovered the realities of our industry: standardized financial-plans lacking flexibility, high fees, limited access to advisors, and complex products.
It was these recurrent, yet preventable, shortcomings throughout the industry that spurred the inception of CSG Financial. We prioritize a planning-first approach, ensuring our clients’ best interests are the sole consideration when giving financial advice.
We operate on a no-commission basis, with a transparent compensation structure, and consistently adhere to a fiduciary standard in every facet of our operations.
CSG Financial is based in Dover, Delaware, serving clients locally and across the country through virtual meetings and our collaborative platform.
Education
West Chester University of Pennsylvania, Master of Business Administration - MBA | Neumann University, Bachelor's degree, Registered Nursing/Registered Nurse
Hobbies and Interests
- Animals
- Baseball
- Beach
- Eating Out
- Exercising
- Family
- Football
- Golf
- Movies
- Music
- Pickleball
- Running
- Snowboarding
- Sports
- Tennis
- Traveling
- Wine
SEC Lookup
View DisclosureWho We Serve
- Dual Income Family
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- Living in Retirement
- Parents
- Physicians
- Women Professionals
- Young Families
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