DFX Intelligence

Data Factory

RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

GALILEO PLANNING GROUP, INC

CRD 142586

MENLO PARK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4e02f0a4-e2e0-ae11-5589-c531265556ab

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Mar 31, 2026 to Mar 31, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 7
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 142586
Filings on the tape: 1
First filed: Mar 31, 2026
Latest filed: Mar 31, 2026
Organised: Corporation, CA
Website: galileoplanninggroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHARLES VERNON WISE	Certified Financial Planner	MENLO PARK, CA	19	26	1	no
RAMON ROBERTO MARQUEZ	Certified Financial Planner	MENLO PARK, CA	17	19	n/a	no
PERRY ANDREW KOTVAL	Certified Financial Planner	MENLO PARK, CA	17	19	n/a	no
Thomas Michael Wise	Certified Financial Planner	MENLO PARK, CA	8	28	n/a	no

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CERITY PARTNERS LLC	2	Apr 3, 2023	Apr 4, 2023	MENLO PARK, CA	Team lift out	Other	33.3%

Relationships

Registered with (7)

← Thomas Michael WiseAdvisorregistration: current employment
Sep 19, 2018 to presentfactForm ADV
← PERRY ANDREW KOTVALAdvisorregistration: current employment
Aug 18, 2009 to presentfactForm ADV
← RAMON ROBERTO MARQUEZAdvisorregistration: current employment
Jun 15, 2009 to presentfactForm ADV
← CHARLES VERNON WISEAdvisorregistration: current employment
Feb 22, 2007 to presentfactForm ADV
← ANA DOLORA GALUTERAAdvisorregistration: previous registration
Nov 28, 2006 to Apr 3, 2023factForm ADV
← Melody Junghui SuehiroAdvisorregistration: previous registration
Jun 25, 2019 to Apr 3, 2023factForm ADV
← ADAM Jay GENSLERAdvisorregistration: previous registration
Feb 22, 2007 to Sep 3, 2010factForm ADV

Moved with (1)

→ CERITY PARTNERS LLCRegistered adviser2 advisors, team lift out, same day
Apr 3, 2023 to Apr 4, 2023factForm ADV

Dated events

Occurred
Apr 3, 2023
Team lift-out
2 advisors left Galileo Planning Group, Inc (Menlo Park, CA) for Cerity Partners LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Apr 3, 2023
Advisor changed firm
Melody Junghui Suehiro left Galileo Planning Group, Inc for Cerity Partners Llc (registered 2023-04-04)
Form ADVobserved 4 days ago
Occurred
Apr 3, 2023
Advisor changed firm
Ana Dolora Galutera left Galileo Planning Group, Inc for Cerity Partners Llc (registered 2023-04-04)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4e02f0a4-e2e0-ae11-5589-c531265556ab
First observed: Mar 31, 2026
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GALILEO PLANNING GROUP, INC

CRD 142586

MENLO PARK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4e02f0a4-e2e0-ae11-5589-c531265556ab

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:12 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHARLES VERNON WISE

Certified Financial Planner

MENLO PARK, CA

RAMON ROBERTO MARQUEZ

Certified Financial Planner

MENLO PARK, CA

n/a

PERRY ANDREW KOTVAL

Certified Financial Planner

MENLO PARK, CA

n/a

Thomas Michael Wise

Certified Financial Planner

MENLO PARK, CA

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CERITY PARTNERS LLC

Apr 3, 2023

Apr 4, 2023

MENLO PARK, CA

Team lift out

Other

33.3%