About
Working with us
Location independent
We are a fully virtual firm and can meet within the comfort of your own home.
Tech forward
Work with a firm that embraces technology as much as you do.
Flexible meeting times
Whether you’re a morning person or not, let us work around your schedule.
George Galat V, CFP®, EA, MSFP/MTAX
With a decade of experience in the financial industry at companies both big (Vanguard, UBS) and small (Mosaic Financial Partners, Grove, Facet Wealth), I have a unique perspective on not just where the financial services industry has been, but where it's going. I've spent the bulk of my professional career in San Francisco serving clients working in Silicon Valley and across the Bay Area, experience that has cultivated a passion for helping early and mid-career individuals and couples demystify the complexity surrounding their equity compensation and building a clear strategy of how it fits into their larger financial goals.
Wealth Foundry is an amalgamation of what I've learned along the way. We leverage a time-tested investment approach, engaging our clients in a tech-forward manner by utilizing the innovating thinking, disruptive software and flexibility the startup community is known for. We're here to serve you - whether it's providing ongoing advice as you navigate a complex financial challenge, answering your top-of-mind questions as you begin your investment journey, and everything in between.
Education
B.S. Economics, Arizona State University
M.S. Financial Planning and Taxation, Golden Gate University
CERTIFIED FINANCIAL PLANNER™ professional
Enrolled Agent
Outside the office
Justine and I stopping to capture a typical SF day before we rode bikes across the Golden Gate Bridge.
This is Lucy and baby Ziggy in a Costa Rican animal Sanctuary. We were also fortunate enough to see some in the wild too.
Justine and I on top of Edinburgh castle with views of the Hub and Arthur’s Seat.
Justine and I under the Delicate Arch in Arches National Park.
